-10.6%
BITO vs DOV
+18.6%
-29.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | -3.4% | -2.0% | -1.5% | -2.4% |
| 30D | +21.4% | -8.9% | +30.3% | +27.9% |
| 3M | +20.5% | -13.3% | +33.8% | +29.8% |
| 6M | +7.4% | -9.7% | +17.0% | +12.1% |
| YTD | -13.9% | -2.5% | -11.4% | -14.4% |
| 1Y | -35.1% | +7.2% | -42.3% | -39.5% |
| 3Y | +156.8% | +39.4% | +117.4% | +101.5% |
| All | -10.6% | +18.6% | -29.2% | -27.9% |
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