-32.9%
DOCS vs DOV
+15.9%
-48.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +2.6% | +3.0% | -0.4% | +2.9% |
| 30D | +11.4% | +8.6% | +2.8% | +13.1% |
| 3M | +25.4% | +1.9% | +23.5% | +25.9% |
| 6M | +42.5% | -1.7% | +44.2% | +41.9% |
| YTD | -24.7% | +8.3% | -33.0% | -31.1% |
| 1Y | -32.9% | +16.6% | -49.5% | -44.1% |
| All | -32.9% | +15.9% | -48.9% | -44.1% |
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 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