+302.5%
DOV vs ARWR
+978.7%
-676.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -1.4% |
| 7D | +1.3% | -3.2% | +4.5% | +1.6% |
| 30D | -8.6% | -6.5% | -2.2% | -8.1% |
| 3M | -13.1% | +12.7% | -25.8% | -14.3% |
| 6M | -8.8% | +36.2% | -45.0% | -11.8% |
| YTD | -1.2% | +24.5% | -25.7% | -3.8% |
| 1Y | +10.7% | +198.0% | -187.3% | -0.9% |
| 3Y | +39.3% | +176.4% | -137.1% | +20.6% |
| 5Y | +16.4% | +26.6% | -10.1% | +4.0% |
| 10Y | +302.5% | +1,054.1% | -751.6% | +226.7% |
| All | +302.5% | +978.7% | -676.2% | +226.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling