+149.3%
DOV vs ALC
+32.2%
+117.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | -1.4% | +2.1% | -3.4% | -2.4% |
| 30D | +12.8% | +17.2% | -4.4% | +4.6% |
| 3M | +1.1% | +4.6% | -3.5% | -1.5% |
| 6M | -2.6% | +20.1% | -22.7% | -11.6% |
| YTD | +9.9% | -4.2% | +14.1% | +10.2% |
| 1Y | +19.3% | +2.1% | +17.2% | +15.7% |
| 3Y | +68.4% | +4.5% | +63.9% | +56.3% |
| 5Y | +29.1% | -12.3% | +41.5% | +29.4% |
| All | +149.3% | +32.2% | +117.1% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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