+7.4%
DASH vs DOV
+17.7%
-10.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.6% | -5.3% |
| 7D | -10.6% | -2.7% | -7.9% | -8.8% |
| 30D | +2.2% | -8.1% | +10.2% | +8.5% |
| 3M | +32.3% | -9.4% | +41.7% | +40.9% |
| 6M | +19.1% | -12.6% | +31.7% | +28.9% |
| YTD | -6.5% | -0.5% | -6.0% | -9.8% |
| 1Y | -14.9% | +9.2% | -24.1% | -24.7% |
| 3Y | +151.9% | +34.1% | +117.8% | +73.7% |
| All | +7.4% | +17.7% | -10.3% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling