-0.1%
BAX vs DOV
+8.9%
-9.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.0% |
| 7D | -5.1% | +1.3% | -6.4% | -5.8% |
| 30D | -12.2% | -8.6% | -3.5% | -8.0% |
| 3M | +21.8% | -13.1% | +35.0% | +29.8% |
| 6M | +36.3% | -8.8% | +45.1% | +40.5% |
| YTD | +27.8% | -1.2% | +29.0% | +28.2% |
| 1Y | -0.1% | +10.7% | -10.8% | -1.5% |
| All | -0.1% | +8.9% | -9.0% | -1.5% |
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