+54.4%
DLR vs DOV
+65.5%
-11.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | +3.3% | +3.0% | +0.3% | +2.1% |
| 30D | +4.6% | +8.6% | -4.0% | +1.2% |
| 3M | -8.3% | +1.9% | -10.1% | -9.1% |
| 6M | -5.6% | -1.7% | -4.0% | -5.5% |
| YTD | +18.7% | +8.3% | +10.4% | +13.8% |
| 1Y | +17.1% | +16.6% | +0.5% | +8.7% |
| 3Y | +54.4% | +65.1% | -10.8% | +21.4% |
| All | +54.4% | +65.5% | -11.2% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling