+96.3%
CAT vs DOV
+10.7%
+85.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | +0.1% | +0.3% |
| 7D | +5.6% | +2.5% | +3.0% | +3.4% |
| 30D | -2.3% | -7.5% | +5.2% | +4.1% |
| 3M | -10.0% | -9.7% | -0.3% | -1.9% |
| 6M | +21.2% | -6.1% | +27.3% | +28.8% |
| YTD | +44.4% | +0.5% | +44.0% | +49.9% |
| 1Y | +96.3% | +10.5% | +85.8% | +101.2% |
| All | +96.3% | +10.7% | +85.6% | +101.2% |
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