+32.0%
CTVA vs DOV
+21.2%
+10.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.2% |
| 7D | +8.2% | +2.2% | +6.0% | +8.0% |
| 30D | -1.0% | +11.2% | -12.2% | -2.1% |
| 3M | +4.6% | +1.6% | +3.0% | +4.8% |
| 6M | +0.5% | -3.2% | +3.7% | +1.7% |
| YTD | +22.7% | +9.7% | +13.0% | +19.5% |
| 1Y | +32.0% | +20.5% | +11.4% | +22.2% |
| All | +32.0% | +21.2% | +10.8% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling