+10,197.9%
CRS vs DOV
+5,976.9%
+4,221.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.7% | +1.0% |
| 7D | -0.2% | -2.7% | +2.4% | +1.7% |
| 30D | -16.6% | -8.1% | -8.5% | -11.5% |
| 3M | -3.5% | -9.4% | +5.9% | +2.7% |
| 6M | +15.4% | -12.6% | +28.0% | +26.5% |
| YTD | +51.2% | -0.5% | +51.7% | +50.5% |
| 1Y | +98.3% | +9.2% | +89.0% | +85.7% |
| 3Y | +651.5% | +34.1% | +617.4% | +512.2% |
| 5Y | +1,411.1% | +17.3% | +1,393.9% | +1,258.6% |
| 10Y | +1,424.3% | +284.9% | +1,139.4% | +574.9% |
| All | +10,197.9% | +5,976.9% | +4,221.0% | +1,954.2% |
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