+74.3%
DOCN vs DOV
+17.6%
+56.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.4% | +9.4% |
| 7D | +3.7% | -0.1% | +3.8% | +4.5% |
| 30D | -33.7% | +11.3% | -45.0% | -38.7% |
| 3M | -27.9% | +2.2% | -30.1% | -28.5% |
| 6M | -46.4% | -2.9% | -43.5% | -44.6% |
| YTD | +81.1% | +9.6% | +71.5% | +68.0% |
| 1Y | +74.3% | +16.7% | +57.6% | +52.3% |
| All | +74.3% | +17.6% | +56.7% | +52.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling