+114.1%
DASH vs DOV
+67.7%
+46.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.5% | -3.8% | -1.4% |
| 7D | -4.8% | -1.4% | -3.4% | -4.1% |
| 30D | -7.9% | +12.8% | -20.7% | -12.9% |
| 3M | -16.3% | +1.1% | -17.5% | -16.7% |
| 6M | +10.4% | -2.6% | +13.0% | +11.3% |
| YTD | -20.1% | +9.9% | -30.0% | -25.7% |
| 1Y | -11.4% | +19.3% | -30.7% | -21.8% |
| 3Y | +114.1% | +68.4% | +45.7% | +42.8% |
| All | +114.1% | +67.7% | +46.4% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling