-0.3%
DOCS vs DOV
-12.3%
+12.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -2.6% |
| 7D | -1.4% | -2.7% | +1.2% | -2.0% |
| 30D | +21.8% | -8.1% | +29.9% | +19.8% |
| 3M | +27.3% | -9.4% | +36.7% | +24.1% |
| 6M | -0.3% | -12.6% | +12.3% | -1.8% |
| All | -0.3% | -12.3% | +12.0% | -1.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling