-51.1%
DOCS vs DOV
+24.1%
-75.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.7% | +0.5% | -1.6% |
| 7D | -1.3% | -3.7% | +2.4% | +0.8% |
| 30D | +19.4% | +5.6% | +13.8% | +15.6% |
| 3M | +53.4% | -3.5% | +56.9% | +56.0% |
| 6M | +28.8% | -8.9% | +37.6% | +33.8% |
| YTD | -25.1% | +4.5% | -29.6% | -31.0% |
| 1Y | -48.1% | +13.9% | -62.1% | -55.3% |
| 3Y | +51.4% | +55.9% | -4.5% | -6.7% |
| 5Y | -51.1% | +25.8% | -76.9% | -64.5% |
| All | -51.1% | +24.1% | -75.1% | -64.5% |
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