+8,060.4%
CI vs DOV
+6,579.3%
+1,481.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.7% |
| 7D | +2.6% | -0.7% | +3.3% | +2.8% |
| 30D | +7.3% | +12.3% | -4.9% | +2.2% |
| 3M | +9.5% | +1.2% | +8.3% | +8.5% |
| 6M | +6.4% | -3.1% | +9.5% | +6.5% |
| YTD | +12.0% | +9.4% | +2.6% | +6.2% |
| 1Y | +20.1% | +17.6% | +2.5% | +10.5% |
| 3Y | +9.6% | +66.5% | -57.0% | -15.4% |
| 5Y | +52.7% | +29.0% | +23.7% | +28.4% |
| 10Y | +150.3% | +329.8% | -179.6% | +26.7% |
| All | +8,060.4% | +6,579.3% | +1,481.1% | +1,161.6% |
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