+54.4%
BEN vs DOV
+38.7%
+15.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -0.5% |
| 7D | +3.4% | +1.3% | +2.0% | +2.6% |
| 30D | +1.8% | -8.6% | +10.4% | +7.4% |
| 3M | +8.4% | -13.1% | +21.5% | +17.1% |
| 6M | +35.6% | -8.8% | +44.4% | +41.5% |
| YTD | +46.4% | -1.2% | +47.6% | +44.5% |
| 1Y | +46.3% | +10.7% | +35.6% | +33.0% |
| All | +54.4% | +38.7% | +15.7% | +6.0% |
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