+2,371.3%
D vs DOV
+6,322.5%
-3,951.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | +3.0% | -1.9% | +4.8% | +3.4% |
| 30D | +11.5% | +8.3% | +3.2% | +9.4% |
| 3M | +3.7% | -3.1% | +6.8% | +4.3% |
| 6M | +13.5% | -9.8% | +23.4% | +15.7% |
| YTD | +20.7% | +5.2% | +15.5% | +18.4% |
| 1Y | +18.2% | +15.3% | +2.9% | +13.4% |
| 3Y | +73.3% | +58.8% | +14.5% | +52.1% |
| 5Y | +12.3% | +26.6% | -14.3% | +2.9% |
| 10Y | +43.4% | +351.6% | -308.2% | -2.5% |
| All | +2,371.3% | +6,322.5% | -3,951.2% | +880.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling