+897.8%
BAX vs DOV
+6,610.2%
-5,712.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.5% | -2.1% | +1.1% |
| 7D | +9.0% | -1.4% | +10.4% | +9.4% |
| 30D | +8.5% | +12.8% | -4.3% | +4.7% |
| 3M | -4.1% | +1.1% | -5.2% | -4.6% |
| 6M | +46.9% | -2.6% | +49.6% | +47.5% |
| YTD | +38.4% | +9.9% | +28.5% | +34.4% |
| 1Y | +47.0% | +19.3% | +27.7% | +39.5% |
| 3Y | -14.9% | +68.4% | -83.3% | -27.1% |
| 5Y | -62.5% | +29.1% | -91.6% | -65.8% |
| 10Y | -33.9% | +340.2% | -374.1% | -57.3% |
| All | +897.8% | +6,610.2% | -5,712.3% | +153.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling