+4,855.7%
BEN vs DOV
+5,976.9%
-1,121.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +2.9% |
| 7D | +0.2% | -2.7% | +2.9% | +2.0% |
| 30D | -0.5% | -8.1% | +7.5% | +4.8% |
| 3M | +9.7% | -9.4% | +19.1% | +15.9% |
| 6M | +33.9% | -12.6% | +46.5% | +44.1% |
| YTD | +49.0% | -0.5% | +49.5% | +47.6% |
| 1Y | +42.1% | +9.2% | +32.9% | +31.8% |
| 3Y | +51.9% | +34.1% | +17.8% | +22.9% |
| 5Y | +39.0% | +17.3% | +21.8% | +22.8% |
| 10Y | +57.9% | +284.9% | -227.1% | -33.6% |
| All | +4,855.7% | +5,976.9% | -1,121.2% | +573.1% |
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