+1,584.3%
DOV vs BB
+325.9%
+1,258.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | -0.7% | +11.6% | -12.3% | -2.1% |
| 30D | +12.3% | +2.6% | +9.7% | +11.6% |
| 3M | +1.2% | +3.5% | -2.3% | +0.1% |
| 6M | -3.1% | +43.5% | -46.6% | -8.9% |
| YTD | +9.4% | +141.2% | -131.8% | -4.0% |
| 1Y | +17.6% | +97.4% | -79.8% | +5.6% |
| 3Y | +66.5% | +151.1% | -84.6% | +40.5% |
| 5Y | +29.0% | -12.8% | +41.8% | +20.0% |
| 10Y | +329.8% | +27.5% | +302.3% | +236.9% |
| All | +1,584.3% | +325.9% | +1,258.3% | +1,210.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling