+585.0%
CAG vs DOV
+5,930.9%
-5,345.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.6% |
| 7D | -6.6% | +1.3% | -7.9% | -6.9% |
| 30D | +2.3% | -8.6% | +11.0% | +4.2% |
| 3M | +16.3% | -13.1% | +29.4% | +19.4% |
| 6M | -16.0% | -8.8% | -7.2% | -14.8% |
| YTD | -7.7% | -1.2% | -6.5% | -8.0% |
| 1Y | -16.0% | +10.7% | -26.7% | -18.4% |
| 3Y | -37.7% | +39.3% | -77.0% | -43.2% |
| 5Y | -41.2% | +16.4% | -57.7% | -44.9% |
| 10Y | -33.8% | +302.5% | -336.3% | -53.7% |
| All | +585.0% | +5,930.9% | -5,345.9% | +105.6% |
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