+133.9%
BP vs DOV
+286.8%
-152.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.7% |
| 7D | +4.0% | +1.3% | +2.6% | +3.2% |
| 30D | +7.8% | -8.6% | +16.5% | +12.9% |
| 3M | +8.4% | -13.1% | +21.5% | +15.5% |
| 6M | +15.1% | -8.8% | +23.9% | +18.0% |
| YTD | +36.4% | -1.2% | +37.6% | +33.0% |
| 1Y | +40.9% | +10.7% | +30.2% | +27.9% |
| 3Y | +38.8% | +39.3% | -0.4% | +6.1% |
| 5Y | +141.1% | +16.4% | +124.7% | +100.8% |
| 10Y | +133.9% | +302.5% | -168.6% | -0.5% |
| All | +133.9% | +286.8% | -152.9% | -0.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling