+292.2%
DOV vs BB
+1.6%
+290.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.7% |
| 7D | -2.0% | -0.4% | -1.6% | -1.9% |
| 30D | -8.9% | -12.5% | +3.6% | -7.5% |
| 3M | -13.3% | -17.4% | +4.2% | -12.0% |
| 6M | -9.7% | +119.1% | -128.8% | -19.9% |
| YTD | -2.5% | +102.4% | -104.8% | -12.7% |
| 1Y | +7.2% | +98.2% | -91.0% | -4.2% |
| 3Y | +39.4% | +46.9% | -7.5% | +24.9% |
| 5Y | +15.8% | -26.4% | +42.2% | +8.9% |
| All | +292.2% | +1.6% | +290.6% | +181.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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