+15,531.3%
BN vs DOV
+6,514.7%
+9,016.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -1.0% | +3.0% | -4.0% | -2.3% |
| 30D | +14.0% | +8.6% | +5.4% | +9.6% |
| 3M | -9.0% | +1.9% | -10.9% | -9.9% |
| 6M | -8.8% | -1.7% | -7.2% | -8.6% |
| YTD | -10.3% | +8.3% | -18.6% | -14.2% |
| 1Y | -5.8% | +16.6% | -22.4% | -13.1% |
| 3Y | +94.8% | +65.1% | +29.7% | +54.1% |
| 5Y | +31.5% | +29.2% | +2.3% | +16.6% |
| 10Y | +291.9% | +329.7% | -37.8% | +110.0% |
| All | +15,531.3% | +6,514.7% | +9,016.6% | +3,457.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling