+10.7%
CARR vs DOV
+14.8%
-4.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.6% | +0.7% |
| 7D | -3.8% | -2.0% | -1.8% | -2.2% |
| 30D | -8.9% | -8.9% | 0.0% | -1.6% |
| 3M | -17.3% | -13.3% | -4.1% | -7.4% |
| 6M | -1.4% | -9.7% | +8.3% | +7.0% |
| YTD | +10.0% | -2.5% | +12.4% | +11.9% |
| 1Y | -6.4% | +7.2% | -13.6% | -12.5% |
| 3Y | +1.5% | +39.4% | -37.9% | -24.7% |
| All | +10.7% | +14.8% | -4.2% | -8.5% |
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 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