+481.0%
CF vs DOV
+333.6%
+147.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +2.8% |
| 7D | +4.8% | -0.7% | +5.5% | +4.8% |
| 30D | +9.7% | +12.3% | -2.6% | +2.6% |
| 3M | +1.2% | +1.2% | +0.1% | -0.2% |
| 6M | +7.4% | -3.1% | +10.4% | +7.1% |
| YTD | +60.5% | +9.4% | +51.1% | +46.0% |
| 1Y | +50.7% | +17.6% | +33.1% | +30.9% |
| 3Y | +64.8% | +66.5% | -1.7% | +7.9% |
| 5Y | +115.8% | +29.0% | +86.8% | +63.1% |
| 10Y | +481.0% | +329.8% | +151.2% | +62.3% |
| All | +481.0% | +333.6% | +147.5% | +62.3% |
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