+1,110.0%
DIA vs DOV
+1,440.8%
-330.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -1.6% | -0.1% | -1.5% | -1.6% |
| 30D | +1.3% | +11.3% | -10.0% | -3.5% |
| 3M | -2.1% | +2.2% | -4.2% | -3.2% |
| 6M | +6.2% | -2.9% | +9.2% | +6.9% |
| YTD | +10.3% | +9.6% | +0.7% | +4.7% |
| 1Y | +11.0% | +16.7% | -5.7% | +2.3% |
| 3Y | +60.4% | +66.9% | -6.5% | +23.9% |
| 5Y | +59.1% | +32.0% | +27.1% | +34.4% |
| 10Y | +237.1% | +334.8% | -97.7% | +65.6% |
| All | +1,110.0% | +1,440.8% | -330.8% | +191.8% |
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