+71.5%
CART vs DOV
+46.3%
+25.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.7% | +2.3% | -1.1% |
| 7D | +1.2% | -3.7% | +4.9% | +2.2% |
| 30D | +27.1% | +5.6% | +21.5% | +25.3% |
| 3M | +27.4% | -3.5% | +30.9% | +28.5% |
| 6M | +32.1% | -8.9% | +41.0% | +35.2% |
| YTD | +28.5% | +4.5% | +24.0% | +24.7% |
| 1Y | +58.8% | +13.9% | +44.9% | +49.0% |
| 3Y | +114.8% | +55.9% | +58.9% | +82.9% |
| All | +71.5% | +46.3% | +25.2% | +37.3% |
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