-22.4%
BA vs DOV
+29.5%
-51.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -0.9% |
| 7D | -0.6% | +3.4% | -4.0% | -2.6% |
| 30D | -8.0% | +8.8% | -16.8% | -12.8% |
| 3M | -25.8% | +0.9% | -26.7% | -26.5% |
| 6M | -27.6% | -2.8% | -24.7% | -27.1% |
| YTD | -21.0% | +8.1% | -29.1% | -26.2% |
| 1Y | -12.3% | +15.2% | -27.5% | -21.5% |
| 3Y | -12.8% | +64.5% | -77.3% | -40.3% |
| 5Y | -22.4% | +28.9% | -51.2% | -39.1% |
| All | -22.4% | +29.5% | -51.9% | -39.1% |
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 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