+74.9%
CB vs DOV
+65.5%
+9.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | +2.9% | +3.0% | -0.1% | +2.6% |
| 30D | +7.3% | +8.6% | -1.3% | +6.3% |
| 3M | +9.4% | +1.9% | +7.5% | +9.1% |
| 6M | +19.6% | -1.7% | +21.3% | +19.4% |
| YTD | +21.5% | +8.3% | +13.1% | +19.1% |
| 1Y | +28.0% | +16.6% | +11.4% | +24.0% |
| 3Y | +74.9% | +65.1% | +9.7% | +78.8% |
| All | +74.9% | +65.5% | +9.3% | +78.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling