+73.7%
BAC vs DOV
+18.8%
+54.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.6% |
| 7D | +1.1% | -2.7% | +3.8% | +2.7% |
| 30D | -0.4% | -8.1% | +7.7% | +4.6% |
| 3M | +16.9% | -9.4% | +26.3% | +22.9% |
| 6M | +26.6% | -12.6% | +39.2% | +35.4% |
| YTD | +15.8% | -0.5% | +16.3% | +13.6% |
| 1Y | +27.2% | +9.2% | +17.9% | +16.7% |
| 3Y | +132.4% | +34.1% | +98.3% | +82.9% |
| All | +73.7% | +18.8% | +54.9% | +42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling