-4.5%
DASH vs DOV
+87.2%
-91.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.5% | -3.8% | -2.4% |
| 7D | -4.8% | -1.4% | -3.4% | -3.8% |
| 30D | -7.9% | +12.8% | -20.7% | -15.3% |
| 3M | -16.3% | +1.1% | -17.5% | -17.2% |
| 6M | +10.4% | -2.6% | +13.0% | +11.2% |
| YTD | -20.1% | +9.9% | -30.0% | -27.8% |
| 1Y | -11.4% | +19.3% | -30.7% | -25.2% |
| 3Y | +114.1% | +68.4% | +45.7% | +27.8% |
| 5Y | -5.8% | +29.1% | -34.9% | -33.4% |
| All | -4.5% | +87.2% | -91.7% | -42.9% |
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