+329.8%
DOV vs ARWR
+1,055.7%
-725.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.7% | -17.7% | +17.0% | +0.9% |
| 30D | +12.3% | -21.9% | +34.2% | +14.6% |
| 3M | +1.2% | -44.5% | +45.7% | +6.5% |
| 6M | -3.1% | -32.6% | +29.5% | -0.2% |
| YTD | +9.4% | -26.2% | +35.6% | +11.2% |
| 1Y | +17.6% | +23.0% | -5.3% | +13.4% |
| 3Y | +66.5% | +81.8% | -15.2% | +48.3% |
| 5Y | +29.0% | -36.0% | +65.0% | +21.4% |
| 10Y | +329.8% | +1,039.5% | -709.7% | +264.9% |
| All | +329.8% | +1,055.7% | -725.8% | +264.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling