+65.9%
BLK vs DOV
+37.0%
+28.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.1% |
| 7D | -3.3% | -2.0% | -1.3% | -2.2% |
| 30D | -6.5% | -8.9% | +2.4% | -1.7% |
| 3M | +6.7% | -13.3% | +20.0% | +14.8% |
| 6M | +14.7% | -9.7% | +24.4% | +19.9% |
| YTD | +2.5% | -2.5% | +5.0% | +2.2% |
| 1Y | -2.8% | +7.2% | -10.0% | -8.6% |
| 3Y | +65.9% | +39.4% | +26.5% | +23.3% |
| All | +65.9% | +37.0% | +28.8% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling