+52.5%
DAL vs DOV
+14.1%
+38.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +1.7% |
| 7D | +8.8% | -1.9% | +10.7% | +10.3% |
| 30D | +5.4% | +8.3% | -2.9% | -0.6% |
| 3M | -4.9% | -3.1% | -1.9% | -2.6% |
| 6M | +19.8% | -9.8% | +29.7% | +29.2% |
| YTD | +27.0% | +5.2% | +21.8% | +18.2% |
| 1Y | +52.5% | +15.3% | +37.1% | +26.8% |
| All | +52.5% | +14.1% | +38.4% | +26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling