+333.9%
DOV vs ACGL
+329.3%
+4.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | -0.7% | +1.3% | -2.0% | -1.4% |
| 30D | +12.3% | +14.2% | -1.9% | +5.5% |
| 3M | +1.2% | +11.1% | -9.9% | -3.9% |
| 6M | -3.1% | +16.4% | -19.4% | -10.5% |
| YTD | +9.4% | +13.8% | -4.4% | +1.7% |
| 1Y | +17.6% | +21.6% | -3.9% | +5.9% |
| 3Y | +66.5% | +33.5% | +33.0% | +38.4% |
| 5Y | +29.0% | +174.8% | -145.8% | -30.4% |
| All | +333.9% | +329.3% | +4.5% | +78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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