+477.8%
BHP vs DOV
+296.6%
+181.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.1% | -3.2% | -4.1% |
| 7D | -3.7% | -1.9% | -1.8% | -2.6% |
| 30D | -0.8% | -9.9% | +9.0% | +5.4% |
| 3M | +7.6% | -12.1% | +19.7% | +15.5% |
| 6M | +20.8% | -10.4% | +31.2% | +27.9% |
| YTD | +50.8% | -3.3% | +54.1% | +52.2% |
| 1Y | +70.9% | +7.8% | +63.1% | +60.6% |
| 3Y | +78.0% | +36.3% | +41.7% | +40.0% |
| 5Y | +113.1% | +14.8% | +98.3% | +82.8% |
| All | +477.8% | +296.6% | +181.2% | +137.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling