+332.3%
CRS vs DOV
+65.5%
+266.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.9% |
| 7D | +4.8% | +3.0% | +1.8% | +2.2% |
| 30D | -23.2% | +8.6% | -31.8% | -28.3% |
| 3M | -45.5% | +1.9% | -47.4% | -46.3% |
| 6M | -33.1% | -1.7% | -31.4% | -32.8% |
| YTD | -7.2% | +8.3% | -15.5% | -15.4% |
| 1Y | -10.0% | +16.6% | -26.6% | -23.9% |
| 3Y | +332.3% | +65.1% | +267.2% | +211.9% |
| All | +332.3% | +65.5% | +266.8% | +211.9% |
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