-27.5%
DOCN vs DOV
+29.1%
-56.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.4% |
| 7D | +19.1% | +3.0% | +16.1% | +15.3% |
| 30D | -21.0% | +8.6% | -29.6% | -27.2% |
| 3M | -34.7% | +1.9% | -36.6% | -35.7% |
| 6M | -45.8% | -1.7% | -44.1% | -44.9% |
| YTD | +79.4% | +8.3% | +71.1% | +62.3% |
| 1Y | +91.0% | +16.6% | +74.5% | +58.4% |
| 3Y | +237.5% | +65.1% | +172.3% | +84.3% |
| All | -27.5% | +29.1% | -56.5% | -40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling