+29.5%
BROS vs DOV
+67.5%
-38.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -20.4% | -0.1% | -20.3% | -19.7% |
| 30D | -6.1% | +11.3% | -17.4% | -12.3% |
| 3M | -29.4% | +2.2% | -31.6% | -29.9% |
| 6M | -31.5% | -2.9% | -28.6% | -30.4% |
| YTD | -42.8% | +9.6% | -52.4% | -47.7% |
| 1Y | -37.5% | +16.7% | -54.1% | -45.8% |
| All | +29.5% | +67.5% | -38.0% | -23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling