+661.1%
BX vs DOV
+300.2%
+360.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +1.8% |
| 7D | -5.6% | -2.0% | -3.6% | -4.2% |
| 30D | -12.2% | -8.9% | -3.3% | -6.0% |
| 3M | +7.4% | -13.3% | +20.7% | +18.3% |
| 6M | +22.2% | -9.7% | +31.8% | +29.3% |
| YTD | -14.0% | -2.5% | -11.6% | -14.3% |
| 1Y | -27.3% | +7.2% | -34.5% | -33.4% |
| 3Y | +24.5% | +39.4% | -14.9% | -5.7% |
| 5Y | +18.9% | +15.8% | +3.0% | +2.9% |
| All | +661.1% | +300.2% | +360.9% | +259.9% |
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