+5,092.2%
BEN vs DOV
+6,514.7%
-1,422.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +6.8% | +3.0% | +3.8% | +4.9% |
| 30D | +18.0% | +8.6% | +9.4% | +12.0% |
| 3M | +7.5% | +1.9% | +5.6% | +6.1% |
| 6M | +14.7% | -1.7% | +16.4% | +15.0% |
| YTD | +56.1% | +8.3% | +47.8% | +46.5% |
| 1Y | +69.6% | +16.6% | +53.0% | +51.8% |
| 3Y | +87.7% | +65.1% | +22.6% | +33.2% |
| 5Y | +28.6% | +29.2% | -0.5% | +6.8% |
| 10Y | +59.8% | +329.7% | -269.9% | -37.1% |
| All | +5,092.2% | +6,514.7% | -1,422.5% | +568.0% |
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 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