+329.8%
DOV vs ALLE
+217.2%
+112.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.1% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | +12.3% | +25.9% | -13.7% | -2.8% |
| 3M | +1.2% | +14.9% | -13.7% | -7.5% |
| 6M | -3.1% | +42.1% | -45.2% | -23.5% |
| YTD | +9.4% | +20.4% | -11.0% | -4.8% |
| 1Y | +17.6% | +14.9% | +2.8% | +5.4% |
| 3Y | +66.5% | +90.1% | -23.6% | +4.9% |
| 5Y | +29.0% | +53.0% | -24.0% | -8.0% |
| 10Y | +329.8% | +208.8% | +121.0% | +104.2% |
| All | +329.8% | +217.2% | +112.6% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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