+426.2%
BTSG vs DOV
+28.6%
+397.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -2.1% | -4.5% | -5.4% |
| 7D | -5.8% | -1.9% | -3.8% | -4.7% |
| 30D | 0.0% | -9.9% | +9.9% | +6.1% |
| 3M | -4.5% | -12.1% | +7.6% | +2.3% |
| 6M | +40.0% | -10.4% | +50.4% | +47.9% |
| YTD | +54.6% | -3.3% | +57.9% | +55.5% |
| 1Y | +106.1% | +7.8% | +98.4% | +93.6% |
| All | +426.2% | +28.6% | +397.6% | +398.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling