+122.8%
DAL vs DOV
+342.9%
-220.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +1.6% |
| 7D | +8.8% | -1.9% | +10.7% | +10.5% |
| 30D | +5.4% | +8.3% | -2.9% | -1.6% |
| 3M | -4.9% | -3.1% | -1.9% | -2.7% |
| 6M | +19.8% | -9.8% | +29.7% | +29.6% |
| YTD | +27.0% | +5.2% | +21.8% | +20.2% |
| 1Y | +52.5% | +15.3% | +37.1% | +33.4% |
| 3Y | +173.8% | +58.8% | +115.1% | +83.3% |
| 5Y | +104.5% | +26.6% | +78.0% | +63.0% |
| All | +122.8% | +342.9% | -220.1% | -12.3% |
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 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