+125.6%
DAL vs DOV
+333.6%
-207.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.8% |
| 7D | +10.7% | -0.7% | +11.4% | +11.4% |
| 30D | +12.5% | +12.3% | +0.3% | +1.9% |
| 3M | +3.6% | +1.2% | +2.5% | +2.3% |
| 6M | +26.7% | -3.1% | +29.8% | +29.0% |
| YTD | +34.3% | +9.4% | +24.9% | +22.9% |
| 1Y | +59.1% | +17.6% | +41.5% | +36.9% |
| 3Y | +179.9% | +66.5% | +113.3% | +79.8% |
| 5Y | +119.1% | +29.0% | +90.1% | +71.7% |
| 10Y | +125.6% | +329.8% | -204.2% | -14.5% |
| All | +125.6% | +333.6% | -207.9% | -14.5% |
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