+217.6%
BAC vs DOV
+325.7%
-108.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +3.2% | +3.0% | +0.2% | +1.1% |
| 30D | -0.7% | +8.6% | -9.3% | -6.6% |
| 3M | -20.0% | +1.9% | -21.8% | -21.5% |
| 6M | +3.4% | -1.7% | +5.1% | +3.0% |
| YTD | -5.7% | +8.3% | -14.1% | -13.4% |
| 1Y | -1.4% | +16.6% | -18.0% | -14.3% |
| 3Y | +97.9% | +65.1% | +32.8% | +28.6% |
| 5Y | +22.9% | +29.2% | -6.2% | -5.3% |
| All | +217.6% | +325.7% | -108.0% | +4.8% |
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 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