+1,025.2%
C vs DOV
+6,610.2%
-5,585.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.5% | -2.0% | -0.8% |
| 7D | -0.9% | -1.4% | +0.4% | +0.1% |
| 30D | -5.4% | +12.8% | -18.2% | -13.5% |
| 3M | -9.2% | +1.1% | -10.3% | -10.3% |
| 6M | -1.8% | -2.6% | +0.8% | -1.1% |
| YTD | +6.7% | +9.9% | -3.2% | -2.2% |
| 1Y | +23.5% | +19.3% | +4.2% | +6.5% |
| 3Y | +219.8% | +68.4% | +151.4% | +111.1% |
| 5Y | +112.4% | +29.1% | +83.3% | +66.8% |
| 10Y | +220.1% | +340.2% | -120.1% | +3.5% |
| All | +1,025.2% | +6,610.2% | -5,585.0% | -5.3% |
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