+6.5%
D vs DOV
+19.9%
-13.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.4% |
| 7D | +0.8% | +2.5% | -1.8% | +0.2% |
| 30D | -0.7% | -7.5% | +6.8% | +0.9% |
| 3M | +2.1% | -9.7% | +11.8% | +4.1% |
| 6M | +6.8% | -6.1% | +12.9% | +7.8% |
| YTD | +16.5% | +0.5% | +16.1% | +15.5% |
| 1Y | +19.2% | +10.5% | +8.6% | +15.1% |
| 3Y | +61.9% | +41.7% | +20.2% | +41.3% |
| 5Y | +6.5% | +18.4% | -11.9% | -5.3% |
| All | +6.5% | +19.9% | -13.4% | -5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling