+668.0%
BE vs DOV
+200.0%
+468.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.2% | -5.2% |
| 7D | +10.8% | +3.0% | +7.8% | +7.8% |
| 30D | -19.8% | +8.6% | -28.4% | -25.8% |
| 3M | -18.7% | +1.9% | -20.6% | -19.5% |
| 6M | -33.7% | -1.7% | -32.1% | -31.7% |
| YTD | +121.0% | +8.3% | +112.6% | +106.6% |
| 1Y | +85.4% | +16.6% | +68.9% | +60.7% |
| 3Y | +1,709.5% | +65.1% | +1,644.4% | +996.0% |
| 5Y | +462.2% | +29.2% | +433.0% | +344.8% |
| All | +668.0% | +200.0% | +468.0% | +215.4% |
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 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