+70.5%
DOCN vs DOV
+62.1%
+8.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +1.9% |
| 7D | -19.2% | -1.9% | -17.3% | -17.1% |
| 30D | -43.1% | +8.3% | -51.3% | -47.1% |
| 3M | -40.7% | -3.1% | -37.6% | -38.4% |
| 6M | -55.0% | -9.8% | -45.2% | -49.9% |
| YTD | +50.6% | +5.2% | +45.4% | +42.1% |
| 1Y | +54.0% | +15.3% | +38.6% | +31.6% |
| 3Y | +203.9% | +58.8% | +145.1% | +88.0% |
| 5Y | -29.4% | +26.6% | -55.9% | -46.2% |
| All | +70.5% | +62.1% | +8.5% | +42.6% |
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