+309.8%
BE vs DOV
+8.6%
+301.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +28.6% |
| 3M | +10.8% | -13.3% | +24.1% | +29.2% |
| 6M | +73.2% | -9.7% | +82.9% | +94.8% |
| YTD | +217.4% | -2.5% | +219.8% | +240.5% |
| 1Y | +309.8% | +7.2% | +302.6% | +360.8% |
| All | +309.8% | +8.6% | +301.1% | +360.8% |
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