+1,298.9%
COHR vs DOV
+300.2%
+998.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +3.4% |
| 7D | +8.3% | -2.0% | +10.3% | +10.3% |
| 30D | -14.1% | -8.9% | -5.2% | -6.7% |
| 3M | -16.0% | -13.3% | -2.7% | -4.6% |
| 6M | +21.5% | -9.7% | +31.1% | +33.1% |
| YTD | +65.4% | -2.5% | +67.9% | +69.2% |
| 1Y | +195.0% | +7.2% | +187.8% | +177.1% |
| 3Y | +830.2% | +39.4% | +790.7% | +638.2% |
| 5Y | +397.1% | +15.8% | +381.3% | +353.9% |
| All | +1,298.9% | +300.2% | +998.7% | +519.0% |
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