+153.0%
DASH vs DOV
+34.2%
+118.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.6% | -5.1% |
| 7D | -10.6% | -2.7% | -7.9% | -9.3% |
| 30D | +2.2% | -8.1% | +10.2% | +6.6% |
| 3M | +32.3% | -9.4% | +41.7% | +38.3% |
| 6M | +19.1% | -12.6% | +31.7% | +26.2% |
| YTD | -6.5% | -0.5% | -6.0% | -9.2% |
| 1Y | -14.9% | +9.2% | -24.1% | -22.4% |
| All | +153.0% | +34.2% | +118.8% | +63.0% |
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