+42.8%
DOV vs BAM
+71.9%
-29.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +2.4% |
| 7D | +2.5% | -1.6% | +4.1% | +3.2% |
| 30D | -7.5% | -6.0% | -1.5% | -5.4% |
| 3M | -9.7% | +7.3% | -17.0% | -12.8% |
| 6M | -6.1% | +8.2% | -14.3% | -10.0% |
| YTD | +0.5% | -3.8% | +4.3% | +0.8% |
| 1Y | +10.5% | -10.7% | +21.3% | +13.9% |
| 3Y | +41.7% | +55.3% | -13.6% | +12.1% |
| All | +42.8% | +71.9% | -29.1% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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