+969.7%
AWK vs DOV
+788.5%
+181.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.4% |
| 7D | +1.7% | -2.7% | +4.4% | +2.5% |
| 30D | +5.6% | -8.1% | +13.7% | +7.9% |
| 3M | +15.9% | -9.4% | +25.3% | +18.5% |
| 6M | +4.6% | -12.6% | +17.2% | +7.7% |
| YTD | +10.1% | -0.5% | +10.5% | +9.1% |
| 1Y | +2.1% | +9.2% | -7.2% | -1.6% |
| 3Y | +9.8% | +34.1% | -24.3% | -2.5% |
| 5Y | -15.4% | +17.3% | -32.6% | -22.8% |
| 10Y | +129.4% | +284.9% | -155.5% | +47.3% |
| All | +969.7% | +788.5% | +181.2% | +365.4% |
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