+126.6%
BHP vs DOV
+16.3%
+110.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +1.1% |
| 7D | +0.9% | +1.3% | -0.4% | +0.2% |
| 30D | +4.0% | -8.6% | +12.7% | +8.6% |
| 3M | +11.3% | -13.1% | +24.4% | +18.6% |
| 6M | +29.3% | -8.8% | +38.1% | +34.3% |
| YTD | +59.2% | -1.2% | +60.4% | +59.0% |
| 1Y | +80.8% | +10.7% | +70.1% | +70.2% |
| 3Y | +88.0% | +39.3% | +48.7% | +52.3% |
| 5Y | +126.6% | +16.4% | +110.2% | +88.8% |
| All | +126.6% | +16.3% | +110.3% | +88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling