+1,821.9%
BA vs DOV
+5,976.9%
-4,155.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.3% |
| 7D | +1.2% | -2.7% | +3.8% | +2.6% |
| 30D | -11.6% | -8.1% | -3.5% | -7.5% |
| 3M | -2.4% | -9.4% | +7.0% | +2.4% |
| 6M | -6.6% | -12.6% | +6.0% | -0.4% |
| YTD | -2.2% | -0.5% | -1.8% | -3.1% |
| 1Y | -8.0% | +9.2% | -17.3% | -13.9% |
| 3Y | -5.0% | +34.1% | -39.1% | -21.1% |
| 5Y | -2.7% | +17.3% | -20.0% | -13.8% |
| 10Y | +75.9% | +284.9% | -209.0% | -10.0% |
| All | +1,821.9% | +5,976.9% | -4,155.0% | +197.0% |
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