+76.2%
BND vs DOV
+763.6%
-687.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.1% |
| 7D | +0.1% | +2.5% | -2.4% | +0.2% |
| 30D | -0.4% | -7.5% | +7.2% | -0.4% |
| 3M | -0.2% | -9.7% | +9.4% | -0.3% |
| 6M | -1.2% | -6.1% | +4.9% | -1.2% |
| YTD | -0.3% | +0.5% | -0.8% | -0.3% |
| 1Y | +0.4% | +10.5% | -10.1% | +0.6% |
| 3Y | +13.4% | +41.7% | -28.3% | +14.1% |
| 5Y | -1.5% | +18.4% | -20.0% | -1.3% |
| 10Y | +15.5% | +289.8% | -274.3% | +20.1% |
| All | +76.2% | +763.6% | -687.4% | +88.7% |
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