+329.8%
DOV vs ALLY
+182.8%
+147.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.8% | +0.4% |
| 7D | -0.7% | -0.7% | -0.1% | -0.5% |
| 30D | +12.3% | +1.1% | +11.1% | +11.6% |
| 3M | +1.2% | -13.2% | +14.4% | +6.9% |
| 6M | -3.1% | -13.5% | +10.4% | +2.3% |
| YTD | +9.4% | -14.3% | +23.7% | +15.3% |
| 1Y | +17.6% | -1.1% | +18.8% | +16.9% |
| 3Y | +66.5% | +62.0% | +4.5% | +30.5% |
| 5Y | +29.0% | -9.6% | +38.7% | +23.0% |
| 10Y | +329.8% | +176.0% | +153.9% | +133.8% |
| All | +329.8% | +182.8% | +147.0% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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