+998.2%
C vs DOV
+6,322.5%
-5,324.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | 0.0% |
| 7D | -2.4% | -1.9% | -0.5% | -1.1% |
| 30D | -6.0% | +8.3% | -14.2% | -11.4% |
| 3M | -10.5% | -3.1% | -7.5% | -8.8% |
| 6M | -5.7% | -9.8% | +4.1% | +0.5% |
| YTD | +4.1% | +5.2% | -1.1% | -1.4% |
| 1Y | +20.5% | +15.3% | +5.2% | +6.5% |
| 3Y | +208.1% | +58.8% | +149.3% | +112.3% |
| 5Y | +110.4% | +26.6% | +83.9% | +67.7% |
| 10Y | +234.6% | +351.6% | -117.0% | +6.3% |
| All | +998.2% | +6,322.5% | -5,324.3% | -4.5% |
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