+286.5%
C vs DOV
+294.8%
-8.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.4% |
| 7D | +3.2% | +2.5% | +0.6% | +1.2% |
| 30D | +1.3% | -7.5% | +8.8% | +7.3% |
| 3M | +3.1% | -9.7% | +12.8% | +10.5% |
| 6M | +29.6% | -6.1% | +35.7% | +34.1% |
| YTD | +19.0% | +0.5% | +18.5% | +16.3% |
| 1Y | +45.6% | +10.5% | +35.1% | +31.1% |
| 3Y | +269.3% | +41.7% | +227.6% | +170.2% |
| 5Y | +131.6% | +18.4% | +113.1% | +90.5% |
| 10Y | +286.5% | +289.8% | -3.2% | +51.8% |
| All | +286.5% | +294.8% | -8.2% | +51.8% |
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