+719.1%
B vs DOV
+6,322.5%
-5,603.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | +9.6% | -1.9% | +11.5% | +9.9% |
| 30D | +3.5% | +8.3% | -4.7% | +2.1% |
| 3M | -1.6% | -3.1% | +1.5% | -1.1% |
| 6M | -1.7% | -9.8% | +8.1% | 0.0% |
| YTD | -5.3% | +5.2% | -10.5% | -6.1% |
| 1Y | +27.2% | +15.3% | +11.9% | +24.3% |
| 3Y | +166.1% | +58.8% | +107.3% | +145.5% |
| 5Y | +136.5% | +26.6% | +109.9% | +124.2% |
| 10Y | +172.2% | +351.6% | -179.4% | +106.1% |
| All | +719.1% | +6,322.5% | -5,603.4% | +613.5% |
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