+256.9%
BN vs DOV
+296.6%
-39.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | +0.3% |
| 7D | -5.9% | -1.9% | -3.9% | -4.6% |
| 30D | -15.1% | -9.9% | -5.2% | -8.7% |
| 3M | -14.6% | -12.1% | -2.5% | -7.3% |
| 6M | -8.4% | -10.4% | +2.0% | -2.4% |
| YTD | -16.8% | -3.3% | -13.5% | -16.1% |
| 1Y | -14.4% | +7.8% | -22.1% | -20.7% |
| 3Y | +70.1% | +36.3% | +33.8% | +34.4% |
| 5Y | +33.5% | +14.8% | +18.7% | +17.1% |
| All | +256.9% | +296.6% | -39.7% | +82.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling