+82.7%
CRS vs DOV
+8.6%
+74.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.9% |
| 7D | -6.8% | -2.0% | -4.8% | -5.2% |
| 30D | -16.1% | -8.9% | -7.2% | -9.2% |
| 3M | -21.2% | -13.3% | -7.9% | -11.7% |
| 6M | +8.7% | -9.7% | +18.3% | +16.3% |
| YTD | +41.0% | -2.5% | +43.4% | +34.6% |
| 1Y | +82.7% | +7.2% | +75.4% | +50.4% |
| All | +82.7% | +8.6% | +74.0% | +50.4% |
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