+45.6%
C vs DOV
+10.7%
+35.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.1% |
| 7D | +3.2% | +2.5% | +0.6% | +2.1% |
| 30D | +1.3% | -7.5% | +8.8% | +4.4% |
| 3M | +3.1% | -9.7% | +12.8% | +6.9% |
| 6M | +29.6% | -6.1% | +35.7% | +31.6% |
| YTD | +19.0% | +0.5% | +18.5% | +19.0% |
| 1Y | +45.6% | +10.5% | +35.1% | +44.7% |
| All | +45.6% | +10.7% | +35.0% | +44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling