+41.7%
DOV vs BB
+68.2%
-26.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.7% |
| 7D | +2.5% | +0.5% | +2.0% | +2.5% |
| 30D | -7.5% | -12.4% | +4.8% | -6.2% |
| 3M | -9.7% | -15.3% | +5.6% | -8.9% |
| 6M | -6.1% | +128.8% | -134.9% | -17.4% |
| YTD | +0.5% | +107.7% | -107.2% | -10.6% |
| 1Y | +10.5% | +103.9% | -93.4% | -1.9% |
| 3Y | +41.7% | +72.6% | -30.9% | +19.8% |
| All | +41.7% | +68.2% | -26.5% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling