+117.0%
BTI vs DOV
+13.3%
+103.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.4% |
| 7D | -2.0% | -1.9% | 0.0% | -1.6% |
| 30D | -3.4% | -9.9% | +6.4% | -1.6% |
| 3M | -9.0% | -12.1% | +3.1% | -7.0% |
| 6M | -5.0% | -10.4% | +5.4% | -3.4% |
| YTD | -0.3% | -3.3% | +3.0% | 0.0% |
| 1Y | +3.1% | +7.8% | -4.7% | +1.3% |
| 3Y | +111.0% | +36.3% | +74.6% | +91.5% |
| 5Y | +117.0% | +14.8% | +102.2% | +95.8% |
| All | +117.0% | +13.3% | +103.7% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling