+111.9%
DOCN vs DOV
+66.5%
+45.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.4% | +4.7% | +4.8% |
| 7D | +27.4% | +3.4% | +24.0% | +23.2% |
| 30D | -29.7% | +8.8% | -38.6% | -35.0% |
| 3M | -32.5% | +0.9% | -33.4% | -32.7% |
| 6M | -42.2% | -2.8% | -39.3% | -40.5% |
| YTD | +87.2% | +8.1% | +79.1% | +71.8% |
| 1Y | +86.2% | +15.2% | +71.0% | +59.4% |
| 3Y | +257.4% | +64.5% | +192.9% | +113.7% |
| 5Y | -27.4% | +28.9% | -56.3% | -46.2% |
| All | +111.9% | +66.5% | +45.4% | +72.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling