+33.0%
BLK vs DOV
+14.8%
+18.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.0% |
| 7D | -3.3% | -2.0% | -1.3% | -2.0% |
| 30D | -6.5% | -8.9% | +2.4% | -0.6% |
| 3M | +6.7% | -13.3% | +20.0% | +16.4% |
| 6M | +14.7% | -9.7% | +24.4% | +21.0% |
| YTD | +2.5% | -2.5% | +5.0% | +2.2% |
| 1Y | -2.8% | +7.2% | -10.0% | -9.9% |
| 3Y | +65.9% | +39.4% | +26.5% | +21.3% |
| All | +33.0% | +14.8% | +18.2% | +5.1% |
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