-9.5%
DASH vs DOV
+84.5%
-94.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -4.5% | +3.0% | -7.5% | -6.5% |
| 30D | -6.8% | +8.6% | -15.4% | -11.9% |
| 3M | -20.7% | +1.9% | -22.6% | -21.9% |
| 6M | +15.1% | -1.7% | +16.7% | +15.0% |
| YTD | -24.3% | +8.3% | -32.6% | -30.9% |
| 1Y | -12.1% | +16.6% | -28.7% | -24.5% |
| 3Y | +91.1% | +65.1% | +25.9% | +15.7% |
| 5Y | -30.3% | +29.2% | -59.4% | -50.4% |
| All | -9.5% | +84.5% | -94.0% | -45.4% |
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