-2.7%
BND vs DOV
+14.8%
-17.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | -1.0% | -2.0% | +1.0% | -0.9% |
| 30D | -1.1% | -8.9% | +7.8% | -0.8% |
| 3M | -1.9% | -13.3% | +11.4% | -1.4% |
| 6M | -1.6% | -9.7% | +8.0% | -1.3% |
| YTD | -1.2% | -2.5% | +1.2% | -1.2% |
| 1Y | -0.7% | +7.2% | -8.0% | -1.1% |
| 3Y | +12.5% | +39.4% | -26.9% | +10.2% |
| All | -2.7% | +14.8% | -17.5% | -5.6% |
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 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