+817.5%
CTAS vs DOV
+330.7%
+486.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.8% | -0.1% | -0.7% | -0.9% |
| 30D | +10.7% | +11.3% | -0.6% | +3.8% |
| 3M | +11.0% | +2.2% | +8.8% | +9.2% |
| 6M | +38.7% | -2.9% | +41.7% | +39.1% |
| YTD | +21.8% | +9.6% | +12.1% | +12.5% |
| 1Y | +23.6% | +16.7% | +6.9% | +9.8% |
| 3Y | +74.9% | +66.9% | +8.1% | +18.2% |
| 5Y | +119.5% | +32.0% | +87.5% | +69.9% |
| All | +817.5% | +330.7% | +486.8% | +282.4% |
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 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