+5,648.9%
CRM vs DOV
+930.1%
+4,718.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.8% |
| 7D | -8.1% | -1.9% | -6.2% | -7.1% |
| 30D | +23.1% | -9.9% | +32.9% | +30.4% |
| 3M | +42.5% | -12.1% | +54.7% | +51.9% |
| 6M | +25.3% | -10.4% | +35.7% | +29.6% |
| YTD | -7.8% | -3.3% | -4.5% | -9.7% |
| 1Y | +1.0% | +7.8% | -6.7% | -8.0% |
| 3Y | +10.0% | +36.3% | -26.3% | -15.1% |
| 5Y | -3.9% | +14.8% | -18.7% | -18.1% |
| 10Y | +233.2% | +294.0% | -60.8% | +16.1% |
| All | +5,648.9% | +930.1% | +4,718.8% | +622.8% |
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 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