+911.5%
BE vs DOV
+175.6%
+735.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.9% | +6.4% | +6.4% |
| 7D | +20.0% | -2.7% | +22.6% | +23.4% |
| 30D | +7.9% | -8.1% | +16.0% | +17.9% |
| 3M | -13.2% | -9.4% | -3.8% | -3.6% |
| 6M | +53.5% | -12.6% | +66.1% | +78.7% |
| YTD | +191.0% | -0.5% | +191.5% | +194.6% |
| 1Y | +360.5% | +9.2% | +351.3% | +322.3% |
| 3Y | +1,568.0% | +34.1% | +1,533.9% | +1,145.3% |
| 5Y | +1,055.2% | +17.3% | +1,037.9% | +897.5% |
| All | +911.5% | +175.6% | +735.9% | +349.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling