+1,470.1%
BA vs DOV
+6,322.5%
-4,852.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.2% |
| 7D | +1.1% | -1.9% | +3.0% | +2.1% |
| 30D | -7.9% | +8.3% | -16.2% | -12.0% |
| 3M | -25.3% | -3.1% | -22.3% | -24.3% |
| 6M | -24.6% | -9.8% | -14.8% | -21.0% |
| YTD | -20.1% | +5.2% | -25.3% | -23.4% |
| 1Y | -11.8% | +15.3% | -27.1% | -19.6% |
| 3Y | -10.1% | +58.8% | -68.9% | -32.0% |
| 5Y | -22.7% | +26.6% | -49.3% | -34.4% |
| 10Y | +35.1% | +351.6% | -316.6% | -35.9% |
| All | +1,470.1% | +6,322.5% | -4,852.4% | +134.9% |
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