+5.6%
BTI vs DOV
+11.5%
-5.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.1% | -1.3% |
| 7D | -1.4% | -2.7% | +1.3% | -0.9% |
| 30D | -6.6% | -8.1% | +1.5% | -5.1% |
| 3M | -3.0% | -9.4% | +6.4% | -1.3% |
| 6M | -6.7% | -12.6% | +5.9% | -4.4% |
| YTD | +0.6% | -0.5% | +1.0% | +0.6% |
| 1Y | +5.6% | +9.2% | -3.7% | +5.8% |
| All | +5.6% | +11.5% | -5.9% | +5.8% |
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