+289.9%
BNY vs DOV
+37.0%
+252.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | -1.3% | -2.0% | +0.7% | -0.6% |
| 30D | -0.2% | -8.9% | +8.7% | +3.3% |
| 3M | +14.9% | -13.3% | +28.2% | +20.6% |
| 6M | +40.0% | -9.7% | +49.7% | +44.2% |
| YTD | +42.0% | -2.5% | +44.4% | +41.3% |
| 1Y | +56.9% | +7.2% | +49.6% | +49.8% |
| 3Y | +289.9% | +39.4% | +250.5% | +227.0% |
| All | +289.9% | +37.0% | +252.9% | +227.0% |
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