+91.7%
BKNG vs DOV
+13.8%
+77.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.6% |
| 7D | -10.7% | -1.9% | -8.7% | -9.8% |
| 30D | -18.1% | -9.9% | -8.2% | -13.8% |
| 3M | +8.5% | -12.1% | +20.6% | +15.0% |
| 6M | -0.1% | -10.4% | +10.4% | +4.3% |
| YTD | -18.2% | -3.3% | -14.9% | -18.8% |
| 1Y | -19.9% | +7.8% | -27.6% | -25.7% |
| 3Y | +41.6% | +36.3% | +5.3% | +9.5% |
| All | +91.7% | +13.8% | +77.8% | +61.3% |
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