+7,131.2%
CB vs DOV
+4,285.3%
+2,845.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.0% |
| 7D | +0.2% | -1.9% | +2.1% | +1.0% |
| 30D | +9.1% | +8.3% | +0.8% | +5.3% |
| 3M | +3.4% | -3.1% | +6.5% | +4.5% |
| 6M | +14.1% | -9.8% | +23.9% | +17.7% |
| YTD | +18.0% | +5.2% | +12.8% | +13.4% |
| 1Y | +30.1% | +15.3% | +14.8% | +20.1% |
| 3Y | +71.8% | +58.8% | +13.0% | +33.8% |
| 5Y | +101.8% | +26.6% | +75.3% | +70.5% |
| 10Y | +252.1% | +351.6% | -99.5% | +68.4% |
| All | +7,131.2% | +4,285.3% | +2,845.9% | +1,573.0% |
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