+10,513.3%
DLTR vs DOV
+3,227.9%
+7,285.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.6% | -6.0% |
| 7D | -5.8% | +2.5% | -8.4% | -6.8% |
| 30D | -5.2% | -7.5% | +2.3% | -2.3% |
| 3M | +15.2% | -9.7% | +24.9% | +19.5% |
| 6M | +7.1% | -6.1% | +13.2% | +9.2% |
| YTD | +0.8% | +0.5% | +0.4% | -0.1% |
| 1Y | +24.8% | +10.5% | +14.3% | +18.8% |
| 3Y | +6.9% | +41.7% | -34.8% | -9.1% |
| 5Y | +33.2% | +18.4% | +14.8% | +20.3% |
| 10Y | +51.6% | +289.8% | -238.2% | -17.0% |
| All | +10,513.3% | +3,227.9% | +7,285.4% | +2,443.3% |
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