+5,132.6%
BEN vs DOV
+6,592.8%
-1,460.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +7.2% | -0.1% | +7.3% | +7.4% |
| 30D | +14.1% | +11.3% | +2.8% | +6.7% |
| 3M | +9.9% | +2.2% | +7.7% | +8.3% |
| 6M | +17.4% | -2.9% | +20.3% | +18.6% |
| YTD | +57.3% | +9.6% | +47.7% | +46.5% |
| 1Y | +66.9% | +16.7% | +50.3% | +49.4% |
| 3Y | +85.7% | +66.9% | +18.8% | +30.9% |
| 5Y | +31.2% | +32.0% | -0.8% | +7.5% |
| 10Y | +61.0% | +334.8% | -273.7% | -37.1% |
| All | +5,132.6% | +6,592.8% | -1,460.2% | +568.2% |
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 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