-13.3%
BN vs DOV
+10.4%
-23.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.2% |
| 7D | -3.0% | +1.3% | -4.3% | -3.6% |
| 30D | -13.0% | -8.6% | -4.4% | -9.6% |
| 3M | -15.2% | -13.1% | -2.1% | -10.3% |
| 6M | -5.9% | -8.8% | +2.9% | -3.3% |
| YTD | -15.8% | -1.2% | -14.5% | -15.9% |
| All | -13.3% | +10.4% | -23.7% | -13.2% |
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