-5.3%
BRO vs DOV
+21.2%
-26.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.4% |
| 7D | +12.4% | +2.2% | +10.2% | +12.7% |
| 30D | +21.6% | +11.2% | +10.4% | +23.0% |
| 3M | +4.3% | +1.6% | +2.8% | +4.6% |
| 6M | +29.2% | -3.2% | +32.4% | +28.9% |
| YTD | -6.4% | +9.7% | -16.1% | -10.6% |
| 1Y | -5.3% | +20.5% | -25.8% | -11.9% |
| All | -5.3% | +21.2% | -26.5% | -11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling