+115.8%
CMS vs DOV
+294.8%
-179.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.2% |
| 7D | +1.2% | +2.5% | -1.3% | +0.6% |
| 30D | -3.2% | -7.5% | +4.4% | -1.2% |
| 3M | -2.2% | -9.7% | +7.5% | +0.1% |
| 6M | -9.4% | -6.1% | -3.3% | -8.5% |
| YTD | +0.7% | +0.5% | +0.2% | -0.3% |
| 1Y | +0.4% | +10.5% | -10.2% | -3.5% |
| 3Y | +35.2% | +41.7% | -6.5% | +17.9% |
| 5Y | +24.1% | +18.4% | +5.7% | +12.5% |
| 10Y | +115.8% | +289.8% | -174.0% | +56.5% |
| All | +115.8% | +294.8% | -179.0% | +56.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling