+1,458.7%
DIS vs DOV
+5,976.9%
-4,518.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.7% | -2.2% |
| 7D | -2.6% | -2.7% | +0.1% | -1.3% |
| 30D | +3.5% | -8.1% | +11.6% | +7.7% |
| 3M | +6.8% | -9.4% | +16.2% | +11.4% |
| 6M | +3.0% | -12.6% | +15.6% | +8.8% |
| YTD | -6.7% | -0.5% | -6.3% | -7.7% |
| 1Y | -10.1% | +9.2% | -19.3% | -15.4% |
| 3Y | +33.0% | +34.1% | -1.1% | +11.9% |
| 5Y | -40.0% | +17.3% | -57.3% | -46.4% |
| 10Y | +21.1% | +284.9% | -263.9% | -40.9% |
| All | +1,458.7% | +5,976.9% | -4,518.2% | +126.1% |
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