+89.1%
BEN vs DOV
+67.5%
+21.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +7.2% | -0.1% | +7.3% | +7.3% |
| 30D | +14.1% | +11.3% | +2.8% | +7.2% |
| 3M | +9.9% | +2.2% | +7.7% | +8.4% |
| 6M | +17.4% | -2.9% | +20.3% | +18.6% |
| YTD | +57.3% | +9.6% | +47.7% | +46.0% |
| 1Y | +66.9% | +16.7% | +50.3% | +48.5% |
| All | +89.1% | +67.5% | +21.6% | +11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling