+57.3%
BEN vs DOV
+21.2%
+36.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +4.8% |
| 7D | +6.7% | +2.2% | +4.5% | +5.7% |
| 30D | +3.0% | +11.2% | -8.2% | -1.6% |
| 3M | -4.3% | +1.6% | -5.9% | -5.1% |
| 6M | +16.4% | -3.2% | +19.6% | +17.2% |
| YTD | +46.8% | +9.7% | +37.0% | +37.7% |
| 1Y | +57.3% | +20.5% | +36.8% | +38.5% |
| All | +57.3% | +21.2% | +36.1% | +38.5% |
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