+1,022.0%
AWK vs DOV
+864.9%
+157.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.0% |
| 7D | -3.2% | +3.4% | -6.6% | -4.1% |
| 30D | +13.5% | +8.8% | +4.7% | +10.7% |
| 3M | +9.4% | +0.9% | +8.4% | +8.8% |
| 6M | +16.4% | -2.8% | +19.2% | +16.6% |
| YTD | +15.4% | +8.1% | +7.3% | +11.7% |
| 1Y | +16.8% | +15.2% | +1.6% | +11.0% |
| 3Y | +28.6% | +64.5% | -36.0% | +7.4% |
| 5Y | -4.1% | +28.9% | -32.9% | -14.9% |
| 10Y | +151.2% | +328.7% | -177.5% | +56.8% |
| All | +1,022.0% | +864.9% | +157.1% | +376.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling