+6,646.7%
CB vs DOV
+4,049.3%
+2,597.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.9% | -2.3% |
| 7D | +0.5% | -2.7% | +3.2% | +1.6% |
| 30D | -3.1% | -8.1% | +5.0% | +0.3% |
| 3M | +9.0% | -9.4% | +18.4% | +12.6% |
| 6M | +2.9% | -12.6% | +15.5% | +7.4% |
| YTD | +10.1% | -0.5% | +10.6% | +8.6% |
| 1Y | +22.8% | +9.2% | +13.5% | +15.8% |
| 3Y | +73.8% | +34.1% | +39.7% | +45.7% |
| 5Y | +99.2% | +17.3% | +81.9% | +74.0% |
| 10Y | +218.2% | +284.9% | -66.7% | +62.6% |
| All | +6,646.7% | +4,049.3% | +2,597.4% | +1,501.6% |
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