+1,003.0%
BE vs DOV
+170.1%
+832.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.9% | +5.8% | +5.7% |
| 7D | +9.0% | -2.0% | +11.0% | +11.6% |
| 30D | +16.3% | -8.9% | +25.2% | +28.5% |
| 3M | +10.8% | -13.3% | +24.1% | +28.7% |
| 6M | +73.2% | -9.7% | +82.9% | +94.2% |
| YTD | +217.4% | -2.5% | +219.8% | +228.7% |
| 1Y | +309.8% | +7.2% | +302.6% | +283.7% |
| 3Y | +1,726.2% | +39.4% | +1,686.8% | +1,216.2% |
| 5Y | +1,306.2% | +15.8% | +1,290.3% | +1,133.6% |
| All | +1,003.0% | +170.1% | +832.9% | +401.7% |
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