+66.2%
CART vs DOV
+14.1%
+52.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | -0.1% | +0.5% |
| 7D | +3.0% | -1.9% | +4.8% | +3.1% |
| 30D | +28.6% | +8.3% | +20.3% | +28.4% |
| 3M | +29.1% | -3.1% | +32.1% | +29.1% |
| 6M | +44.7% | -9.8% | +54.5% | +44.7% |
| YTD | +29.2% | +5.2% | +24.0% | +29.9% |
| 1Y | +66.2% | +15.3% | +50.8% | +61.7% |
| All | +66.2% | +14.1% | +52.1% | +61.7% |
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