+1,568.0%
DOV vs BB
+314.8%
+1,253.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.5% |
| 7D | +3.0% | +1.8% | +1.2% | +2.8% |
| 30D | +8.6% | +8.1% | +0.5% | +7.3% |
| 3M | +1.9% | -1.0% | +2.9% | +1.3% |
| 6M | -1.7% | +45.9% | -47.6% | -7.8% |
| YTD | +8.3% | +134.8% | -126.5% | -4.6% |
| 1Y | +16.6% | +104.6% | -88.0% | +4.1% |
| 3Y | +65.1% | +152.8% | -87.7% | +39.1% |
| 5Y | +29.2% | -17.4% | +46.6% | +20.9% |
| 10Y | +329.7% | +22.4% | +307.3% | +238.4% |
| All | +1,568.0% | +314.8% | +1,253.2% | +1,201.7% |
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 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