+34.1%
COP vs DOV
+65.5%
-31.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +4.4% | +3.0% | +1.4% | +3.5% |
| 30D | 0.0% | +8.6% | -8.6% | -2.6% |
| 3M | +15.0% | +1.9% | +13.2% | +14.1% |
| 6M | +22.0% | -1.7% | +23.7% | +21.5% |
| YTD | +55.3% | +8.3% | +47.0% | +46.2% |
| 1Y | +64.1% | +16.6% | +47.6% | +49.0% |
| 3Y | +34.1% | +65.1% | -31.1% | +10.8% |
| All | +34.1% | +65.5% | -31.5% | +10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling