+54.2%
COP vs DOV
+17.3%
+36.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.8% |
| 7D | -6.1% | -0.7% | -5.4% | -6.1% |
| 30D | +1.1% | +12.3% | -11.2% | +2.4% |
| 3M | +10.9% | +1.2% | +9.8% | +11.1% |
| 6M | +20.8% | -3.1% | +23.8% | +21.1% |
| YTD | +48.0% | +9.4% | +38.6% | +41.3% |
| All | +54.2% | +17.3% | +36.9% | +43.7% |
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