+246.5%
BBY vs DOV
+300.2%
-53.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.5% |
| 7D | +0.6% | -2.0% | +2.6% | +1.9% |
| 30D | +9.4% | -8.9% | +18.3% | +16.2% |
| 3M | +19.3% | -13.3% | +32.6% | +30.0% |
| 6M | +47.9% | -9.7% | +57.6% | +55.3% |
| YTD | +39.6% | -2.5% | +42.0% | +38.5% |
| 1Y | +22.2% | +7.2% | +14.9% | +13.1% |
| 3Y | +45.0% | +39.4% | +5.6% | +12.1% |
| 5Y | +2.6% | +15.8% | -13.3% | -11.7% |
| All | +246.5% | +300.2% | -53.6% | +71.5% |
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 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