+1,432.4%
DOV vs BB
+258.8%
+1,173.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -2.7% | -5.6% | +3.0% | -2.0% |
| 30D | -8.1% | -11.8% | +3.7% | -6.8% |
| 3M | -9.4% | -25.5% | +16.1% | -7.0% |
| 6M | -12.6% | +121.3% | -133.9% | -22.1% |
| YTD | -0.5% | +103.2% | -103.6% | -10.4% |
| 1Y | +9.2% | +102.6% | -93.4% | -2.0% |
| 3Y | +34.1% | +37.5% | -3.4% | +21.6% |
| 5Y | +17.3% | -30.4% | +47.7% | +12.2% |
| 10Y | +284.9% | 0.0% | +284.9% | +212.2% |
| All | +1,432.4% | +258.8% | +1,173.5% | +1,123.5% |
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