+17,451.9%
COR vs DOV
+2,913.0%
+14,538.8%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.1% |
| 7D | +2.8% | -2.7% | +5.4% | +3.4% |
| 30D | +4.5% | -8.1% | +12.6% | +6.8% |
| 3M | +22.7% | -9.4% | +32.1% | +25.3% |
| 6M | -9.7% | -12.6% | +2.9% | -7.2% |
| YTD | -1.4% | -0.5% | -1.0% | -2.3% |
| 1Y | +13.9% | +9.2% | +4.7% | +9.9% |
| 3Y | +94.0% | +34.1% | +59.8% | +73.3% |
| 5Y | +184.0% | +17.3% | +166.8% | +159.4% |
| 10Y | +406.8% | +284.9% | +121.8% | +232.0% |
| All | +17,451.9% | +2,913.0% | +14,538.8% | +6,866.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling