+28.1%
BA vs DOV
+361.0%
-332.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | -4.2% |
| 7D | -1.7% | -1.4% | -0.4% | -0.9% |
| 30D | -9.5% | +12.8% | -22.2% | -18.3% |
| 3M | -26.5% | +1.1% | -27.6% | -27.6% |
| 6M | -27.4% | -2.6% | -24.8% | -27.1% |
| YTD | -20.6% | +9.9% | -30.5% | -28.8% |
| 1Y | -11.4% | +19.3% | -30.7% | -26.1% |
| 3Y | -10.8% | +68.4% | -79.2% | -47.5% |
| 5Y | -21.9% | +29.1% | -51.1% | -42.8% |
| 10Y | +28.1% | +340.2% | -312.0% | -57.5% |
| All | +28.1% | +361.0% | -332.8% | -57.5% |
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 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