+26.1%
DECK vs DOV
+17.7%
+8.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.6% | +0.9% |
| 7D | -2.2% | -2.7% | +0.4% | -0.3% |
| 30D | -13.6% | -8.1% | -5.5% | -8.2% |
| 3M | -21.2% | -9.4% | -11.8% | -16.1% |
| 6M | -21.1% | -12.6% | -8.5% | -13.8% |
| YTD | -17.2% | -0.5% | -16.8% | -18.1% |
| 1Y | -30.7% | +9.2% | -40.0% | -36.1% |
| 3Y | -3.4% | +34.1% | -37.5% | -22.5% |
| All | +26.1% | +17.7% | +8.4% | +4.7% |
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