+967.7%
BX vs DOV
+695.0%
+272.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.1% | -1.9% |
| 7D | -4.4% | -2.7% | -1.7% | -2.3% |
| 30D | +0.1% | -8.1% | +8.2% | +6.8% |
| 3M | +16.0% | -9.4% | +25.4% | +24.1% |
| 6M | +21.6% | -12.6% | +34.2% | +32.6% |
| YTD | -8.9% | -0.5% | -8.4% | -10.6% |
| 1Y | -16.6% | +9.2% | -25.9% | -25.0% |
| 3Y | +43.3% | +34.1% | +9.2% | +9.9% |
| 5Y | +25.7% | +17.3% | +8.4% | +8.9% |
| 10Y | +689.5% | +284.9% | +404.6% | +148.6% |
| All | +967.7% | +695.0% | +272.7% | +43.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling