+2,271.9%
D vs DOV
+5,976.9%
-3,705.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -0.6% |
| 7D | +1.5% | -2.7% | +4.1% | +2.1% |
| 30D | -2.6% | -8.1% | +5.5% | -0.7% |
| 3M | 0.0% | -9.4% | +9.4% | +2.0% |
| 6M | +7.4% | -12.6% | +20.0% | +10.2% |
| YTD | +15.9% | -0.5% | +16.3% | +15.3% |
| 1Y | +18.1% | +9.2% | +8.9% | +14.7% |
| 3Y | +58.4% | +34.1% | +24.3% | +44.8% |
| 5Y | +5.2% | +17.3% | -12.1% | -1.8% |
| 10Y | +35.9% | +284.9% | -249.1% | -4.5% |
| All | +2,271.9% | +5,976.9% | -3,705.0% | +853.9% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling