+216.9%
B vs DOV
+324.7%
-107.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.8% |
| 7D | -6.2% | +3.4% | -9.6% | -6.8% |
| 30D | -6.6% | +8.8% | -15.4% | -8.2% |
| 3M | -7.9% | +0.9% | -8.8% | -8.1% |
| 6M | -16.8% | -2.8% | -14.0% | -16.4% |
| YTD | -11.7% | +8.1% | -19.8% | -13.0% |
| 1Y | +3.5% | +15.2% | -11.8% | +0.8% |
| 3Y | +165.7% | +64.5% | +101.2% | +142.1% |
| 5Y | +108.4% | +28.9% | +79.5% | +93.7% |
| All | +216.9% | +324.7% | -107.7% | +177.7% |
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