+56.6%
CART vs DOV
+18.0%
+38.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +0.3% | -0.7% | +1.0% | +0.3% |
| 30D | +22.4% | +12.3% | +10.2% | +22.1% |
| 3M | +15.6% | +1.2% | +14.5% | +15.3% |
| 6M | +44.9% | -3.1% | +48.0% | +44.8% |
| YTD | +30.0% | +9.4% | +20.6% | +31.0% |
| 1Y | +56.6% | +17.6% | +39.0% | +57.0% |
| All | +56.6% | +18.0% | +38.7% | +57.0% |
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