+87.1%
DOCN vs DOV
+68.6%
+18.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +2.0% |
| 7D | -12.1% | -0.7% | -11.4% | -10.8% |
| 30D | -41.0% | +12.3% | -53.3% | -47.1% |
| 3M | -38.7% | +1.2% | -39.9% | -39.0% |
| 6M | -51.5% | -3.1% | -48.4% | -49.9% |
| YTD | +65.3% | +9.4% | +55.9% | +49.9% |
| 1Y | +53.9% | +17.6% | +36.3% | +29.0% |
| 3Y | +215.6% | +66.5% | +149.0% | +86.4% |
| 5Y | -26.2% | +29.0% | -55.2% | -46.0% |
| All | +87.1% | +68.6% | +18.6% | +50.4% |
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