+12.4%
DKS vs DOV
+13.3%
-0.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +2.0% | +1.4% |
| 7D | -4.7% | -1.9% | -2.8% | -3.5% |
| 30D | -35.1% | -9.9% | -25.2% | -29.7% |
| 3M | -37.7% | -12.1% | -25.6% | -31.8% |
| 6M | -30.7% | -10.4% | -20.3% | -25.6% |
| YTD | -31.9% | -3.3% | -28.6% | -31.3% |
| 1Y | -40.0% | +7.8% | -47.8% | -44.8% |
| 3Y | +28.4% | +36.3% | -7.9% | -2.7% |
| 5Y | +12.4% | +14.8% | -2.4% | -5.5% |
| All | +12.4% | +13.3% | -0.9% | -5.5% |
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