+7,924.2%
BNY vs DOV
+5,856.2%
+2,067.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | -1.3% | -2.0% | +0.7% | -0.2% |
| 30D | -0.2% | -8.9% | +8.7% | +5.4% |
| 3M | +14.9% | -13.3% | +28.2% | +24.1% |
| 6M | +40.0% | -9.7% | +49.7% | +46.7% |
| YTD | +42.0% | -2.5% | +44.4% | +41.6% |
| 1Y | +56.9% | +7.2% | +49.6% | +46.7% |
| 3Y | +289.9% | +39.4% | +250.5% | +203.9% |
| 5Y | +259.2% | +15.8% | +243.4% | +209.5% |
| 10Y | +413.3% | +297.5% | +115.8% | +102.0% |
| All | +7,924.2% | +5,856.2% | +2,067.9% | +568.3% |
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