+211.9%
B vs DOV
+286.8%
-74.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.5% |
| 7D | +1.0% | +1.3% | -0.3% | +0.8% |
| 30D | +9.5% | -8.6% | +18.1% | +11.5% |
| 3M | +14.3% | -13.1% | +27.5% | +17.6% |
| 6M | -1.9% | -8.8% | +6.9% | 0.0% |
| YTD | +4.1% | -1.2% | +5.3% | +4.5% |
| 1Y | +56.1% | +10.7% | +45.4% | +53.3% |
| 3Y | +202.0% | +39.3% | +162.7% | +183.2% |
| 5Y | +158.8% | +16.4% | +142.4% | +145.3% |
| 10Y | +211.9% | +302.5% | -90.6% | +139.2% |
| All | +211.9% | +286.8% | -74.9% | +139.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling