+9.7%
AWK vs DOV
+42.3%
-32.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.3% |
| 7D | +2.2% | +2.5% | -0.4% | +2.1% |
| 30D | +4.4% | -7.5% | +12.0% | +4.7% |
| 3M | +15.4% | -9.7% | +25.1% | +15.7% |
| 6M | +3.5% | -6.1% | +9.6% | +3.7% |
| YTD | +9.8% | +0.5% | +9.3% | +9.4% |
| 1Y | +3.0% | +10.5% | -7.5% | +2.1% |
| 3Y | +9.7% | +41.7% | -32.0% | -12.3% |
| All | +9.7% | +42.3% | -32.6% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling