+35.3%
D vs DOV
+294.8%
-259.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.3% |
| 7D | +0.8% | +2.5% | -1.8% | 0.0% |
| 30D | -0.7% | -7.5% | +6.8% | +1.5% |
| 3M | +2.1% | -9.7% | +11.8% | +4.8% |
| 6M | +6.8% | -6.1% | +12.9% | +8.1% |
| YTD | +16.5% | +0.5% | +16.1% | +15.2% |
| 1Y | +19.2% | +10.5% | +8.6% | +13.9% |
| 3Y | +61.9% | +41.7% | +20.2% | +39.1% |
| 5Y | +6.5% | +18.4% | -11.9% | -4.3% |
| 10Y | +35.3% | +289.8% | -254.5% | -6.8% |
| All | +35.3% | +294.8% | -259.5% | -6.8% |
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