+55.6%
CVS vs DOV
+38.7%
+16.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.3% |
| 7D | -1.9% | +1.3% | -3.2% | -2.2% |
| 30D | -0.3% | -8.6% | +8.3% | +1.7% |
| 3M | -1.1% | -13.1% | +12.0% | +1.9% |
| 6M | +23.7% | -8.8% | +32.5% | +25.7% |
| YTD | +23.0% | -1.2% | +24.2% | +22.2% |
| 1Y | +37.2% | +10.7% | +26.4% | +32.1% |
| All | +55.6% | +38.7% | +16.8% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling