+1,227.8%
BE vs DOV
+16.3%
+1,211.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -0.9% |
| 7D | +23.9% | +1.3% | +22.6% | +22.4% |
| 30D | +27.8% | -8.6% | +36.5% | +42.0% |
| 3M | +3.7% | -13.1% | +16.9% | +22.4% |
| 6M | +78.0% | -8.8% | +86.8% | +99.0% |
| YTD | +209.9% | -1.2% | +211.1% | +216.0% |
| 1Y | +389.6% | +10.7% | +378.9% | +336.8% |
| 3Y | +1,730.6% | +39.3% | +1,691.3% | +1,111.2% |
| 5Y | +1,227.8% | +16.4% | +1,211.4% | +999.1% |
| All | +1,227.8% | +16.3% | +1,211.5% | +999.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling