+7,943.2%
BHP vs DOV
+5,976.9%
+1,966.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.9% |
| 7D | -2.9% | -2.7% | -0.2% | -1.5% |
| 30D | +3.4% | -8.1% | +11.5% | +8.3% |
| 3M | +4.1% | -9.4% | +13.5% | +9.3% |
| 6M | +20.6% | -12.6% | +33.2% | +29.1% |
| YTD | +56.1% | -0.5% | +56.5% | +55.1% |
| 1Y | +69.6% | +9.2% | +60.4% | +59.0% |
| 3Y | +78.8% | +34.1% | +44.7% | +46.1% |
| 5Y | +113.1% | +17.3% | +95.8% | +84.4% |
| 10Y | +505.9% | +284.9% | +221.0% | +164.1% |
| All | +7,943.2% | +5,976.9% | +1,966.3% | +1,675.8% |
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 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