-22.1%
BA vs DOV
+25.3%
-47.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.1% |
| 7D | +1.1% | -1.9% | +3.0% | +2.1% |
| 30D | -7.9% | +8.3% | -16.2% | -12.4% |
| 3M | -25.3% | -3.1% | -22.3% | -24.2% |
| 6M | -24.6% | -9.8% | -14.8% | -20.6% |
| YTD | -20.1% | +5.2% | -25.3% | -24.2% |
| 1Y | -11.8% | +15.3% | -27.1% | -21.2% |
| 3Y | -10.1% | +58.8% | -68.9% | -36.9% |
| All | -22.1% | +25.3% | -47.4% | -37.8% |
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