+556.0%
DG vs DOV
+861.5%
-305.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.2% |
| 7D | -2.5% | +2.5% | -5.0% | -3.0% |
| 30D | +1.0% | -7.5% | +8.5% | +2.9% |
| 3M | +20.3% | -9.7% | +30.0% | +23.0% |
| 6M | -11.7% | -6.1% | -5.7% | -10.7% |
| YTD | -2.3% | +0.5% | -2.8% | -2.9% |
| 1Y | +20.0% | +10.5% | +9.5% | +16.5% |
| 3Y | +7.2% | +41.7% | -34.5% | -4.3% |
| 5Y | -37.9% | +18.4% | -56.4% | -42.7% |
| 10Y | +107.3% | +289.8% | -182.5% | +39.7% |
| All | +556.0% | +861.5% | -305.5% | +229.4% |
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