+207.2%
C vs DOV
+324.7%
-117.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.9% |
| 7D | +4.7% | +3.4% | +1.3% | +2.0% |
| 30D | +0.2% | +8.8% | -8.7% | -6.3% |
| 3M | -9.3% | +0.9% | -10.3% | -10.4% |
| 6M | -0.8% | -2.8% | +2.0% | +0.1% |
| YTD | +8.5% | +8.1% | +0.4% | -0.1% |
| 1Y | +23.1% | +15.2% | +7.8% | +7.7% |
| 3Y | +220.8% | +64.5% | +156.2% | +106.6% |
| 5Y | +112.4% | +28.9% | +83.5% | +62.7% |
| All | +207.2% | +324.7% | -117.5% | +9.1% |
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 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