+892.4%
CDW vs DOV
+389.3%
+503.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.2% |
| 7D | +2.1% | -1.9% | +4.0% | +3.1% |
| 30D | +14.7% | +8.3% | +6.5% | +9.7% |
| 3M | +11.1% | -3.1% | +14.2% | +12.6% |
| 6M | +45.6% | -9.8% | +55.4% | +52.0% |
| YTD | +17.1% | +5.2% | +11.9% | +10.9% |
| 1Y | +13.2% | +15.3% | -2.2% | +1.5% |
| 3Y | -22.2% | +58.8% | -81.0% | -42.3% |
| 5Y | -10.1% | +26.6% | -36.7% | -25.3% |
| 10Y | +307.0% | +351.6% | -44.7% | +94.4% |
| All | +892.4% | +389.3% | +503.2% | +369.8% |
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 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