+101.8%
DASH vs DOV
+57.1%
+44.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.4% |
| 7D | +0.4% | -1.9% | +2.3% | +1.5% |
| 30D | -6.0% | +8.3% | -14.3% | -9.3% |
| 3M | -15.8% | -3.1% | -12.7% | -14.4% |
| 6M | +7.0% | -9.8% | +16.8% | +12.0% |
| YTD | -20.7% | +5.2% | -25.9% | -24.6% |
| 1Y | -8.5% | +15.3% | -23.9% | -18.0% |
| 3Y | +101.8% | +58.8% | +43.0% | +39.8% |
| All | +101.8% | +57.1% | +44.6% | +39.8% |
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