+23,379.8%
CTAS vs DOV
+5,856.2%
+17,523.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.1% |
| 7D | +0.5% | -2.0% | +2.5% | +1.4% |
| 30D | -0.7% | -8.9% | +8.2% | +3.5% |
| 3M | +11.1% | -13.3% | +24.3% | +17.7% |
| 6M | +2.1% | -9.7% | +11.8% | +5.8% |
| YTD | +8.0% | -2.5% | +10.4% | +7.6% |
| 1Y | -0.5% | +7.2% | -7.7% | -5.4% |
| 3Y | +66.2% | +39.4% | +26.8% | +37.1% |
| 5Y | +109.2% | +15.8% | +93.3% | +86.1% |
| 10Y | +689.5% | +297.5% | +392.0% | +307.2% |
| All | +23,379.8% | +5,856.2% | +17,523.5% | +4,711.1% |
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