+256.9%
BNY vs DOV
+14.8%
+242.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.4% |
| 7D | -1.3% | -2.0% | +0.7% | -0.4% |
| 30D | -0.2% | -8.9% | +8.7% | +4.5% |
| 3M | +14.9% | -13.3% | +28.2% | +22.6% |
| 6M | +40.0% | -9.7% | +49.7% | +45.6% |
| YTD | +42.0% | -2.5% | +44.4% | +41.1% |
| 1Y | +56.9% | +7.2% | +49.6% | +47.3% |
| 3Y | +289.9% | +39.4% | +250.5% | +201.5% |
| All | +256.9% | +14.8% | +242.1% | +201.6% |
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