+1,470.0%
BA vs DOV
+6,579.3%
-5,109.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.8% |
| 7D | 0.0% | -0.7% | +0.8% | +0.3% |
| 30D | -8.9% | +12.3% | -21.2% | -14.7% |
| 3M | -25.5% | +1.2% | -26.7% | -26.3% |
| 6M | -27.0% | -3.1% | -23.9% | -26.4% |
| YTD | -20.1% | +9.4% | -29.5% | -25.1% |
| 1Y | -11.0% | +17.6% | -28.6% | -19.8% |
| 3Y | -11.8% | +66.5% | -78.4% | -35.1% |
| 5Y | -20.6% | +29.0% | -49.7% | -33.4% |
| 10Y | +26.6% | +329.8% | -303.2% | -38.8% |
| All | +1,470.0% | +6,579.3% | -5,109.3% | +129.7% |
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