+26.7%
BTDR vs DOV
+26.6%
+0.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.4% | +1.7% |
| 7D | +22.4% | +2.5% | +19.9% | +20.4% |
| 30D | +16.5% | -7.5% | +24.0% | +23.0% |
| 3M | -31.5% | -9.7% | -21.8% | -26.8% |
| 6M | +74.0% | -6.1% | +80.1% | +81.8% |
| YTD | +13.0% | +0.5% | +12.5% | +13.0% |
| 1Y | -0.2% | +10.5% | -10.8% | -7.7% |
| 3Y | +9.9% | +41.7% | -31.8% | +1.8% |
| 5Y | +28.1% | +18.4% | +9.7% | +17.1% |
| All | +26.7% | +26.6% | +0.1% | +19.7% |
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