+302.5%
DOV vs BBWI
-58.2%
+360.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.3% | +4.6% | -0.4% |
| 7D | +1.3% | -4.4% | +5.8% | +2.2% |
| 30D | -8.6% | -7.4% | -1.3% | -7.5% |
| 3M | -13.1% | -2.2% | -10.9% | -13.4% |
| 6M | -8.8% | -16.3% | +7.5% | -6.9% |
| YTD | -1.2% | -9.1% | +7.9% | -1.4% |
| 1Y | +10.7% | -34.5% | +45.2% | +17.1% |
| 3Y | +39.3% | -47.0% | +86.2% | +48.6% |
| 5Y | +16.4% | -68.8% | +85.3% | +34.0% |
| 10Y | +302.5% | -57.4% | +359.8% | +239.2% |
| All | +302.5% | -58.2% | +360.7% | +239.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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