+629.1%
CRS vs DOV
+38.7%
+590.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +1.5% |
| 7D | -0.5% | +1.3% | -1.9% | -1.8% |
| 30D | -18.1% | -8.6% | -9.4% | -11.2% |
| 3M | -12.4% | -13.1% | +0.7% | -1.7% |
| 6M | +15.9% | -8.8% | +24.7% | +24.5% |
| YTD | +45.8% | -1.2% | +47.1% | +43.9% |
| 1Y | +87.8% | +10.7% | +77.0% | +65.6% |
| All | +629.1% | +38.7% | +590.3% | +455.9% |
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