+216.7%
CTVA vs DOV
+128.6%
+88.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.2% |
| 7D | -4.5% | -2.0% | -2.5% | -3.4% |
| 30D | +11.3% | -8.9% | +20.2% | +17.2% |
| 3M | +12.3% | -13.3% | +25.6% | +20.9% |
| 6M | +7.2% | -9.7% | +16.8% | +11.6% |
| YTD | +26.0% | -2.5% | +28.5% | +24.7% |
| 1Y | +16.0% | +7.2% | +8.8% | +7.5% |
| 3Y | +73.9% | +39.4% | +34.5% | +32.6% |
| 5Y | +103.8% | +15.8% | +87.9% | +71.7% |
| All | +216.7% | +128.6% | +88.1% | +52.2% |
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 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