+7,463.6%
CI vs DOV
+5,976.9%
+1,486.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.7% |
| 7D | +1.3% | -2.7% | +4.0% | +2.4% |
| 30D | +4.4% | -8.1% | +12.5% | +8.0% |
| 3M | +0.7% | -9.4% | +10.1% | +4.0% |
| 6M | +0.3% | -12.6% | +13.0% | +4.8% |
| YTD | +3.8% | -0.5% | +4.3% | +2.6% |
| 1Y | -5.5% | +9.2% | -14.7% | -10.4% |
| 3Y | +8.1% | +34.1% | -26.0% | -8.6% |
| 5Y | +42.8% | +17.3% | +25.5% | +25.1% |
| 10Y | +143.9% | +284.9% | -141.0% | +29.0% |
| All | +7,463.6% | +5,976.9% | +1,486.7% | +1,118.9% |
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