-38.5%
DG vs DOV
+16.3%
-54.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.2% |
| 7D | -4.8% | +1.3% | -6.2% | -5.1% |
| 30D | +1.8% | -8.6% | +10.4% | +3.7% |
| 3M | +14.5% | -13.1% | +27.6% | +17.8% |
| 6M | -13.6% | -8.8% | -4.7% | -12.1% |
| YTD | -4.8% | -1.2% | -3.6% | -5.0% |
| 1Y | +21.6% | +10.7% | +10.9% | +18.5% |
| 3Y | +4.5% | +39.3% | -34.8% | -8.9% |
| 5Y | -38.5% | +16.4% | -54.9% | -44.9% |
| All | -38.5% | +16.3% | -54.8% | -44.9% |
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