+73.9%
BA vs DOV
+289.1%
-215.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.1% |
| 7D | +1.2% | -2.7% | +3.8% | +3.3% |
| 30D | -11.6% | -8.1% | -3.5% | -5.6% |
| 3M | -2.4% | -9.4% | +7.0% | +4.5% |
| 6M | -6.6% | -12.6% | +6.0% | +2.2% |
| YTD | -2.2% | -0.5% | -1.8% | -4.4% |
| 1Y | -8.0% | +9.2% | -17.3% | -17.6% |
| 3Y | -5.0% | +34.1% | -39.1% | -31.1% |
| 5Y | -2.7% | +17.3% | -20.0% | -22.3% |
| All | +73.9% | +289.1% | -215.2% | -36.2% |
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