+608.6%
DG vs DOV
+948.8%
-340.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | +8.6% | +11.3% | -2.7% | +5.8% |
| 3M | +15.0% | +2.2% | +12.9% | +14.3% |
| 6M | +32.7% | -2.9% | +35.6% | +33.2% |
| YTD | +5.5% | +9.6% | -4.1% | +2.6% |
| 1Y | +34.6% | +16.7% | +18.0% | +29.0% |
| 3Y | +24.2% | +66.9% | -42.6% | +6.4% |
| 5Y | -32.3% | +32.0% | -64.3% | -39.1% |
| 10Y | +111.1% | +334.8% | -223.7% | +38.7% |
| All | +608.6% | +948.8% | -340.2% | +248.2% |
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