+130.7%
C vs DOV
+17.7%
+112.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.9% |
| 7D | +3.6% | -2.7% | +6.3% | +5.4% |
| 30D | +0.1% | -8.1% | +8.1% | +5.5% |
| 3M | +2.4% | -9.4% | +11.8% | +8.4% |
| 6M | +24.9% | -12.6% | +37.5% | +34.9% |
| YTD | +19.8% | -0.5% | +20.3% | +18.3% |
| 1Y | +44.9% | +9.2% | +35.6% | +33.5% |
| 3Y | +263.0% | +34.1% | +228.9% | +192.1% |
| All | +130.7% | +17.7% | +112.9% | +87.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling