+66.4%
DOCN vs DOV
+61.0%
+5.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.7% | -11.1% | -11.0% |
| 7D | -29.3% | -3.7% | -25.6% | -26.0% |
| 30D | -46.0% | +5.6% | -51.6% | -48.6% |
| 3M | -43.2% | -3.5% | -39.7% | -40.8% |
| 6M | -53.7% | -8.9% | -44.8% | -49.0% |
| YTD | +46.9% | +4.5% | +42.4% | +39.5% |
| 1Y | +54.3% | +13.9% | +40.4% | +33.6% |
| 3Y | +185.5% | +55.9% | +129.7% | +80.0% |
| 5Y | -31.1% | +25.8% | -56.9% | -47.2% |
| All | +66.4% | +61.0% | +5.3% | +40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling