+1,628.0%
DIS vs DOV
+6,322.5%
-4,694.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.7% |
| 7D | +5.2% | -1.9% | +7.1% | +6.1% |
| 30D | +11.5% | +8.3% | +3.2% | +7.0% |
| 3M | +11.5% | -3.1% | +14.6% | +12.8% |
| 6M | +8.9% | -9.8% | +18.7% | +13.3% |
| YTD | +3.4% | +5.2% | -1.8% | -0.7% |
| 1Y | +7.2% | +15.3% | -8.1% | -1.6% |
| 3Y | +43.3% | +58.8% | -15.5% | +10.8% |
| 5Y | -31.4% | +26.6% | -58.0% | -41.1% |
| 10Y | +37.1% | +351.6% | -314.6% | -37.9% |
| All | +1,628.0% | +6,322.5% | -4,694.5% | +143.3% |
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 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