+43.6%
DOV vs BAH
-31.5%
+75.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.1% |
| 7D | +2.5% | -4.3% | +6.9% | +3.0% |
| 30D | -7.5% | -4.5% | -3.1% | -7.1% |
| 3M | -9.7% | -7.6% | -2.1% | -8.9% |
| 6M | -6.1% | -10.6% | +4.5% | -5.1% |
| YTD | +0.5% | -12.6% | +13.0% | +1.2% |
| 1Y | +10.5% | -27.0% | +37.5% | +14.4% |
| All | +43.6% | -31.5% | +75.1% | +49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling