+591.6%
DG vs DOV
+936.6%
-345.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.4% |
| 7D | +0.3% | +3.0% | -2.7% | -0.4% |
| 30D | +3.2% | +8.6% | -5.4% | +1.1% |
| 3M | +10.4% | +1.9% | +8.6% | +9.8% |
| 6M | +33.2% | -1.7% | +34.8% | +33.3% |
| YTD | +3.0% | +8.3% | -5.4% | +0.5% |
| 1Y | +31.2% | +16.6% | +14.7% | +25.8% |
| 3Y | +21.8% | +65.1% | -43.3% | +4.6% |
| 5Y | -35.0% | +29.2% | -64.1% | -41.2% |
| 10Y | +106.0% | +329.7% | -223.7% | +35.8% |
| All | +591.6% | +936.6% | -345.0% | +240.8% |
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