+266.1%
CDW vs DOV
+294.8%
-28.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.1% | -5.8% |
| 7D | -3.9% | +2.5% | -6.4% | -5.3% |
| 30D | +6.9% | -7.5% | +14.4% | +11.8% |
| 3M | +7.7% | -9.7% | +17.4% | +13.3% |
| 6M | +18.3% | -6.1% | +24.4% | +19.9% |
| YTD | +7.8% | +0.5% | +7.3% | +4.4% |
| 1Y | -12.2% | +10.5% | -22.7% | -20.4% |
| 3Y | -28.9% | +41.7% | -70.6% | -45.6% |
| 5Y | -22.8% | +18.4% | -41.2% | -34.8% |
| 10Y | +266.1% | +289.8% | -23.7% | +77.2% |
| All | +266.1% | +294.8% | -28.7% | +77.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling