+251.0%
DIA vs DOV
+286.8%
-35.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | +0.1% |
| 7D | -1.2% | +1.3% | -2.6% | -1.9% |
| 30D | -2.7% | -8.6% | +6.0% | +1.7% |
| 3M | +3.3% | -13.1% | +16.4% | +10.1% |
| 6M | +10.4% | -8.8% | +19.2% | +14.4% |
| YTD | +10.0% | -1.2% | +11.2% | +9.2% |
| 1Y | +16.2% | +10.7% | +5.5% | +8.3% |
| 3Y | +58.7% | +39.3% | +19.5% | +28.5% |
| 5Y | +63.6% | +16.4% | +47.1% | +42.7% |
| 10Y | +251.0% | +302.5% | -51.4% | +77.6% |
| All | +251.0% | +286.8% | -35.8% | +77.6% |
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