-45.9%
CHTR vs DOV
+300.2%
-346.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.4% |
| 7D | -4.1% | -2.0% | -2.1% | -3.4% |
| 30D | -3.0% | -8.9% | +5.9% | +0.5% |
| 3M | +4.8% | -13.3% | +18.0% | +10.1% |
| 6M | -35.0% | -9.7% | -25.4% | -33.0% |
| YTD | -30.2% | -2.5% | -27.7% | -30.2% |
| 1Y | -44.8% | +7.2% | -52.0% | -47.0% |
| 3Y | -66.6% | +39.4% | -106.0% | -71.5% |
| 5Y | -81.5% | +15.8% | -97.3% | -83.4% |
| All | -45.9% | +300.2% | -346.0% | -65.4% |
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