+461.4%
BE vs DOV
+28.5%
+432.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -3.8% |
| 7D | -13.4% | -0.7% | -12.6% | -11.6% |
| 30D | -33.9% | +12.3% | -46.2% | -41.9% |
| 3M | -12.0% | +1.2% | -13.1% | -12.4% |
| 6M | -29.0% | -3.1% | -25.9% | -25.6% |
| YTD | +113.4% | +9.4% | +104.0% | +94.7% |
| 1Y | +33.2% | +17.6% | +15.6% | +11.7% |
| 3Y | +1,659.2% | +66.5% | +1,592.7% | +832.7% |
| 5Y | +461.4% | +29.0% | +432.4% | +275.4% |
| All | +461.4% | +28.5% | +432.8% | +275.4% |
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 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