+75.6%
BN vs DOV
+42.3%
+33.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.5% | -3.3% |
| 7D | -1.2% | +2.5% | -3.7% | -3.0% |
| 30D | -10.9% | -7.5% | -3.4% | -5.7% |
| 3M | -11.1% | -9.7% | -1.4% | -5.0% |
| 6M | -4.4% | -6.1% | +1.7% | -1.7% |
| YTD | -14.1% | +0.5% | -14.6% | -16.7% |
| 1Y | -11.1% | +10.5% | -21.6% | -20.9% |
| 3Y | +75.6% | +41.7% | +33.9% | +20.2% |
| All | +75.6% | +42.3% | +33.3% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling