+64.7%
D vs DOV
+39.5%
+25.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -0.6% |
| 7D | +1.5% | -2.7% | +4.1% | +1.9% |
| 30D | -2.6% | -8.1% | +5.5% | -1.4% |
| 3M | 0.0% | -9.4% | +9.4% | +1.3% |
| 6M | +7.4% | -12.6% | +20.0% | +9.3% |
| YTD | +15.9% | -0.5% | +16.3% | +15.4% |
| 1Y | +18.1% | +9.2% | +8.9% | +15.5% |
| All | +64.7% | +39.5% | +25.2% | +39.1% |
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