+13.7%
COMP vs DOV
+18.0%
-4.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.5% | -7.0% | -7.1% |
| 7D | +7.2% | -0.7% | +7.9% | +8.0% |
| 30D | +6.4% | +12.3% | -5.9% | -2.2% |
| 3M | -19.4% | +1.2% | -20.6% | -20.0% |
| 6M | +14.6% | -3.1% | +17.6% | +16.6% |
| YTD | -5.5% | +9.4% | -14.9% | -6.3% |
| 1Y | +13.7% | +17.6% | -4.0% | +5.2% |
| All | +13.7% | +18.0% | -4.3% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling