+105.8%
DAL vs DOV
+17.7%
+88.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.0% |
| 7D | +0.1% | -2.7% | +2.8% | +2.4% |
| 30D | -13.9% | -8.1% | -5.8% | -7.6% |
| 3M | +1.1% | -9.4% | +10.5% | +9.2% |
| 6M | +26.2% | -12.6% | +38.9% | +40.4% |
| YTD | +16.4% | -0.5% | +16.9% | +15.6% |
| 1Y | +33.9% | +9.2% | +24.6% | +21.7% |
| 3Y | +93.4% | +34.1% | +59.3% | +50.2% |
| All | +105.8% | +17.7% | +88.1% | +70.1% |
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