+153.8%
B vs DOV
+19.9%
+133.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.4% | -1.7% |
| 7D | +2.3% | +2.5% | -0.2% | +1.5% |
| 30D | +1.4% | -7.5% | +8.9% | +3.8% |
| 3M | +12.2% | -9.7% | +21.9% | +15.6% |
| 6M | -2.1% | -6.1% | +4.0% | -0.3% |
| YTD | +2.9% | +0.5% | +2.5% | +3.0% |
| 1Y | +55.3% | +10.5% | +44.8% | +51.3% |
| 3Y | +198.7% | +41.7% | +157.0% | +167.8% |
| 5Y | +153.8% | +18.4% | +135.3% | +114.0% |
| All | +153.8% | +19.9% | +133.8% | +114.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling