+64.8%
CF vs DOV
+66.8%
-2.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +2.6% |
| 7D | +4.8% | -0.7% | +5.5% | +4.8% |
| 30D | +9.7% | +12.3% | -2.6% | +8.8% |
| 3M | +1.2% | +1.2% | +0.1% | +1.2% |
| 6M | +7.4% | -3.1% | +10.4% | +7.7% |
| YTD | +60.5% | +9.4% | +51.1% | +55.9% |
| 1Y | +50.7% | +17.6% | +33.1% | +43.5% |
| 3Y | +64.8% | +66.5% | -1.7% | +33.2% |
| All | +64.8% | +66.8% | -2.0% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling