+44.6%
BAX vs DOV
+17.6%
+27.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | +6.3% | +11.3% | -5.0% | +0.2% |
| 3M | -4.6% | +2.2% | -6.7% | -5.6% |
| 6M | +50.4% | -2.9% | +53.3% | +51.6% |
| YTD | +38.0% | +9.6% | +28.4% | +28.2% |
| 1Y | +44.6% | +16.7% | +28.0% | +26.4% |
| All | +44.6% | +17.6% | +27.0% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling