+397.7%
BAC vs DOV
+286.8%
+111.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.2% | +1.6% |
| 7D | +0.6% | +1.3% | -0.7% | -0.3% |
| 30D | -1.4% | -8.6% | +7.3% | +4.9% |
| 3M | +15.7% | -13.1% | +28.9% | +26.4% |
| 6M | +32.2% | -8.8% | +41.0% | +38.7% |
| YTD | +15.8% | -1.2% | +17.0% | +14.0% |
| 1Y | +27.3% | +10.7% | +16.6% | +14.4% |
| 3Y | +137.5% | +39.3% | +98.2% | +76.3% |
| 5Y | +73.1% | +16.4% | +56.6% | +44.3% |
| 10Y | +397.7% | +302.5% | +95.3% | +83.7% |
| All | +397.7% | +286.8% | +111.0% | +83.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling