+683.8%
CTAS vs DOV
+286.8%
+397.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.7% |
| 7D | +1.0% | +1.3% | -0.3% | +0.2% |
| 30D | -1.1% | -8.6% | +7.6% | +4.1% |
| 3M | +11.5% | -13.1% | +24.6% | +19.7% |
| 6M | +0.2% | -8.8% | +9.0% | +4.0% |
| YTD | +7.2% | -1.2% | +8.4% | +5.5% |
| 1Y | 0.0% | +10.7% | -10.7% | -8.5% |
| 3Y | +65.9% | +39.3% | +26.6% | +26.3% |
| 5Y | +109.6% | +16.4% | +93.1% | +75.9% |
| 10Y | +683.8% | +302.5% | +381.3% | +245.9% |
| All | +683.8% | +286.8% | +397.0% | +245.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling