+329.1%
DOV vs BAH
+198.8%
+130.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +3.0% | +1.7% | +1.3% | +2.6% |
| 30D | +8.6% | +20.8% | -12.2% | +3.3% |
| 3M | +1.9% | +11.6% | -9.7% | -1.4% |
| 6M | -1.7% | +23.1% | -24.8% | -8.0% |
| YTD | +8.3% | +5.3% | +3.1% | +4.3% |
| 1Y | +16.6% | +6.1% | +10.4% | +11.8% |
| 3Y | +65.1% | -27.5% | +92.6% | +70.3% |
| 5Y | +29.2% | +6.2% | +23.0% | +13.1% |
| All | +329.1% | +198.8% | +130.4% | +191.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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