+21.2%
DIS vs DOV
+294.8%
-273.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.7% |
| 7D | -1.1% | +2.5% | -3.6% | -2.4% |
| 30D | +0.1% | -7.5% | +7.7% | +4.3% |
| 3M | +7.1% | -9.7% | +16.8% | +12.2% |
| 6M | +4.3% | -6.1% | +10.3% | +6.5% |
| YTD | -6.9% | +0.5% | -7.4% | -8.7% |
| 1Y | -10.3% | +10.5% | -20.8% | -16.9% |
| 3Y | +32.8% | +41.7% | -8.9% | +5.4% |
| 5Y | -41.5% | +18.4% | -59.9% | -49.6% |
| 10Y | +21.2% | +289.8% | -268.6% | -34.3% |
| All | +21.2% | +294.8% | -273.6% | -34.3% |
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