-50.3%
DOCS vs DOV
+39.7%
-90.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.3% |
| 7D | -1.4% | -2.7% | +1.2% | +0.1% |
| 30D | +21.8% | -8.1% | +29.9% | +27.6% |
| 3M | +27.3% | -9.4% | +36.7% | +32.9% |
| 6M | -0.3% | -12.6% | +12.3% | +5.3% |
| YTD | -40.5% | -0.5% | -40.0% | -43.3% |
| 1Y | -61.5% | +9.2% | -70.8% | -66.0% |
| 3Y | +8.2% | +34.1% | -26.0% | -22.7% |
| 5Y | -73.4% | +17.3% | -90.7% | -80.8% |
| All | -50.3% | +39.7% | -90.0% | -63.1% |
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 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