+145.2%
DOV vs ALC
+26.4%
+118.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | +3.4% | -6.2% | +9.6% | +6.4% |
| 30D | +8.8% | +14.0% | -5.2% | +2.1% |
| 3M | +0.9% | -2.4% | +3.3% | +1.5% |
| 6M | -2.8% | +12.6% | -15.5% | -9.2% |
| YTD | +8.1% | -8.4% | +16.5% | +10.5% |
| 1Y | +15.2% | -9.1% | +24.4% | +18.2% |
| 3Y | +64.5% | -0.3% | +64.8% | +56.0% |
| 5Y | +28.9% | -9.9% | +38.8% | +26.6% |
| All | +145.2% | +26.4% | +118.8% | +80.1% |
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