+179.6%
CAH vs DOV
+65.5%
+114.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | +3.5% | +3.0% | +0.5% | +3.3% |
| 30D | +13.5% | +8.6% | +4.9% | +12.8% |
| 3M | +21.8% | +1.9% | +20.0% | +21.6% |
| 6M | +51.5% | -1.7% | +53.2% | +51.4% |
| YTD | +38.1% | +8.3% | +29.7% | +36.8% |
| 1Y | +37.7% | +16.6% | +21.1% | +35.6% |
| 3Y | +179.6% | +65.1% | +114.5% | +224.4% |
| All | +179.6% | +65.5% | +114.1% | +224.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling