+33.2%
BN vs DOV
+16.3%
+16.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -0.6% |
| 7D | -3.0% | +1.3% | -4.3% | -4.0% |
| 30D | -13.0% | -8.6% | -4.4% | -6.8% |
| 3M | -15.2% | -13.1% | -2.1% | -6.4% |
| 6M | -5.9% | -8.8% | +2.9% | -0.7% |
| YTD | -15.8% | -1.2% | -14.5% | -16.9% |
| 1Y | -12.2% | +10.7% | -22.9% | -21.8% |
| 3Y | +72.2% | +39.3% | +32.9% | +26.3% |
| 5Y | +33.2% | +16.4% | +16.8% | +6.8% |
| All | +33.2% | +16.3% | +16.9% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling