-4.7%
BN vs DOV
+21.2%
-25.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.3% |
| 7D | +12.0% | +2.2% | +9.7% | +10.8% |
| 30D | +17.0% | +11.2% | +5.9% | +11.3% |
| 3M | -3.2% | +1.6% | -4.8% | -3.9% |
| 6M | -3.9% | -3.2% | -0.6% | -2.8% |
| YTD | -5.6% | +9.7% | -15.3% | -13.3% |
| 1Y | -4.7% | +20.5% | -25.3% | -20.0% |
| All | -4.7% | +21.2% | -25.9% | -20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling