+165.5%
B vs DOV
+65.5%
+100.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -7.3% | +3.0% | -10.3% | -8.3% |
| 30D | -3.3% | +8.6% | -11.9% | -6.2% |
| 3M | -7.8% | +1.9% | -9.6% | -8.5% |
| 6M | -15.5% | -1.7% | -13.9% | -15.3% |
| YTD | -12.3% | +8.3% | -20.6% | -14.4% |
| 1Y | +5.4% | +16.6% | -11.2% | +0.7% |
| 3Y | +165.5% | +65.1% | +100.4% | +101.1% |
| All | +165.5% | +65.5% | +100.0% | +101.1% |
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