+3,595.6%
DLR vs DOV
+1,032.4%
+2,563.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.2% |
| 7D | +1.6% | -2.7% | +4.2% | +3.0% |
| 30D | -3.4% | -8.1% | +4.7% | +0.9% |
| 3M | +0.5% | -9.4% | +9.9% | +5.3% |
| 6M | +4.6% | -12.6% | +17.2% | +11.2% |
| YTD | +23.4% | -0.5% | +23.9% | +22.3% |
| 1Y | +19.0% | +9.2% | +9.8% | +11.7% |
| 3Y | +56.5% | +34.1% | +22.4% | +29.6% |
| 5Y | +33.3% | +17.3% | +16.1% | +16.8% |
| 10Y | +165.1% | +284.9% | -119.8% | +9.6% |
| All | +3,595.6% | +1,032.4% | +2,563.2% | +519.7% |
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