+98.2%
DG vs DOV
+300.2%
-202.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.1% |
| 7D | -6.5% | -2.0% | -4.5% | -6.0% |
| 30D | +4.2% | -8.9% | +13.1% | +6.5% |
| 3M | +9.5% | -13.3% | +22.8% | +13.2% |
| 6M | -13.1% | -9.7% | -3.5% | -11.3% |
| YTD | -4.8% | -2.5% | -2.4% | -4.7% |
| 1Y | +20.6% | +7.2% | +13.4% | +17.8% |
| 3Y | +4.9% | +39.4% | -34.5% | -7.0% |
| 5Y | -37.9% | +15.8% | -53.7% | -42.9% |
| All | +98.2% | +300.2% | -202.0% | +38.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling