-38.7%
DOCS vs DOV
+47.7%
-86.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.7% | -2.4% |
| 7D | -0.8% | -1.9% | +1.1% | +0.2% |
| 30D | +17.4% | +8.3% | +9.1% | +12.2% |
| 3M | +57.4% | -3.1% | +60.4% | +59.5% |
| 6M | +26.5% | -9.8% | +36.4% | +32.3% |
| YTD | -26.6% | +5.2% | -31.8% | -32.4% |
| 1Y | -48.1% | +15.3% | -63.4% | -55.3% |
| 3Y | +52.6% | +58.8% | -6.1% | -4.2% |
| 5Y | -52.1% | +26.6% | -78.6% | -65.8% |
| All | -38.7% | +47.7% | -86.3% | -56.0% |
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 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