+52.9%
BEN vs DOV
+324.7%
-271.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.2% |
| 7D | +11.3% | +3.4% | +7.9% | +8.8% |
| 30D | +15.0% | +8.8% | +6.2% | +8.3% |
| 3M | +7.8% | +0.9% | +6.9% | +6.9% |
| 6M | +15.5% | -2.8% | +18.3% | +16.7% |
| YTD | +55.4% | +8.1% | +47.3% | +44.2% |
| 1Y | +63.3% | +15.2% | +48.0% | +44.3% |
| 3Y | +83.4% | +64.5% | +18.9% | +21.3% |
| 5Y | +28.1% | +28.9% | -0.8% | +0.8% |
| All | +52.9% | +324.7% | -271.8% | -38.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling