+351.3%
DAL vs DOV
+758.5%
-407.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.1% |
| 7D | +0.1% | -2.7% | +2.8% | +2.3% |
| 30D | -13.9% | -8.1% | -5.8% | -8.0% |
| 3M | +1.1% | -9.4% | +10.5% | +8.8% |
| 6M | +26.2% | -12.6% | +38.9% | +39.8% |
| YTD | +16.4% | -0.5% | +16.9% | +16.1% |
| 1Y | +33.9% | +9.2% | +24.6% | +22.9% |
| 3Y | +93.4% | +34.1% | +59.3% | +52.8% |
| 5Y | +106.4% | +17.3% | +89.1% | +78.7% |
| 10Y | +143.0% | +284.9% | -142.0% | -16.1% |
| All | +351.3% | +758.5% | -407.2% | -32.3% |
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 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