+753.6%
B vs DOV
+6,610.2%
-5,856.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.5% | -0.3% | +3.5% |
| 7D | +11.3% | -1.4% | +12.7% | +11.6% |
| 30D | +2.9% | +12.8% | -9.8% | +0.9% |
| 3M | -2.9% | +1.1% | -4.0% | -3.1% |
| 6M | -1.2% | -2.6% | +1.4% | -0.8% |
| YTD | -1.3% | +9.9% | -11.2% | -2.9% |
| 1Y | +30.4% | +19.3% | +11.1% | +26.6% |
| 3Y | +195.3% | +68.4% | +126.9% | +169.8% |
| 5Y | +146.2% | +29.1% | +117.1% | +132.5% |
| 10Y | +200.5% | +340.2% | -139.7% | +128.3% |
| All | +753.6% | +6,610.2% | -5,856.5% | +638.1% |
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 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