-5.1%
DASH vs DOV
+78.0%
-83.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.7% | -4.7% | -6.1% |
| 7D | +0.5% | -3.7% | +4.2% | +3.4% |
| 30D | -7.1% | +5.6% | -12.6% | -10.4% |
| 3M | -13.2% | -3.5% | -9.7% | -11.2% |
| 6M | +8.3% | -8.9% | +17.2% | +14.3% |
| YTD | -20.6% | +4.5% | -25.1% | -25.7% |
| 1Y | -24.4% | +13.9% | -38.3% | -34.0% |
| 3Y | +94.5% | +55.9% | +38.6% | +23.3% |
| 5Y | -9.4% | +25.8% | -35.2% | -34.2% |
| All | -5.1% | +78.0% | -83.1% | -41.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling