+25.4%
DKS vs DOV
+29.1%
-3.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.5% | +2.6% |
| 7D | +6.3% | +3.0% | +3.3% | +4.1% |
| 30D | +9.3% | +8.6% | +0.7% | +2.4% |
| 3M | -25.3% | +1.9% | -27.1% | -26.4% |
| 6M | -29.2% | -1.7% | -27.5% | -28.9% |
| YTD | -22.7% | +8.3% | -31.1% | -28.7% |
| 1Y | -30.1% | +16.6% | -46.7% | -39.2% |
| 3Y | +45.6% | +65.1% | -19.5% | -5.2% |
| All | +25.4% | +29.1% | -3.7% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling