+135.7%
BP vs DOV
+333.4%
-197.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -3.1% | +11.3% | -14.4% | -8.8% |
| 3M | +6.2% | +2.2% | +4.0% | +4.4% |
| 6M | +4.8% | -2.9% | +7.7% | +4.7% |
| YTD | +35.2% | +9.6% | +25.5% | +24.1% |
| 1Y | +27.4% | +16.7% | +10.8% | +12.7% |
| 3Y | +49.8% | +66.9% | -17.1% | +2.3% |
| 5Y | +109.4% | +32.0% | +77.4% | +61.8% |
| 10Y | +135.7% | +334.8% | -199.1% | -9.6% |
| All | +135.7% | +333.4% | -197.7% | -9.6% |
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 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