+117.9%
BTSG vs DOV
+21.2%
+96.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | +0.1% |
| 7D | +17.4% | +2.2% | +15.1% | +16.0% |
| 30D | +12.6% | +11.2% | +1.4% | +6.5% |
| 3M | +11.2% | +1.6% | +9.6% | +10.2% |
| 6M | +30.4% | -3.2% | +33.6% | +31.2% |
| YTD | +86.4% | +9.7% | +76.7% | +73.9% |
| 1Y | +117.9% | +20.5% | +97.4% | +81.5% |
| All | +117.9% | +21.2% | +96.7% | +81.5% |
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