+62.4%
CART vs DOV
+21.2%
+41.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | +1.4% | +2.2% | -0.9% | +1.2% |
| 30D | +29.7% | +11.2% | +18.5% | +29.1% |
| 3M | +29.7% | +1.6% | +28.2% | +29.4% |
| 6M | +36.8% | -3.2% | +40.0% | +36.9% |
| YTD | +31.7% | +9.7% | +21.9% | +31.3% |
| 1Y | +62.4% | +20.5% | +41.8% | +53.9% |
| All | +62.4% | +21.2% | +41.2% | +53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling