+51.5%
CART vs DOV
+39.3%
+12.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.5% |
| 7D | +1.0% | -2.7% | +3.7% | +1.8% |
| 30D | +12.6% | -8.1% | +20.7% | +15.1% |
| 3M | +23.1% | -9.4% | +32.5% | +26.2% |
| 6M | +39.5% | -12.6% | +52.1% | +44.2% |
| YTD | +13.5% | -0.5% | +14.0% | +11.7% |
| 1Y | +14.9% | +9.2% | +5.6% | +8.8% |
| All | +51.5% | +39.3% | +12.2% | +23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling