+12,674.7%
BLK vs DOV
+1,006.1%
+11,668.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | +0.4% |
| 7D | -5.2% | -1.9% | -3.2% | -4.1% |
| 30D | -7.0% | -9.9% | +2.8% | -1.2% |
| 3M | +5.7% | -12.1% | +17.8% | +13.3% |
| 6M | +11.0% | -10.4% | +21.4% | +17.3% |
| YTD | +0.9% | -3.3% | +4.2% | +1.7% |
| 1Y | -1.6% | +7.8% | -9.4% | -7.6% |
| 3Y | +64.5% | +36.3% | +28.1% | +32.9% |
| 5Y | +30.9% | +14.8% | +16.0% | +16.8% |
| 10Y | +275.1% | +294.0% | -18.9% | +61.7% |
| All | +12,674.7% | +1,006.1% | +11,668.6% | +3,069.5% |
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