+16.9%
DOV vs BBWI
+4.3%
+12.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -0.1% | -7.7% | +7.6% | +0.8% |
| 30D | +11.3% | +24.8% | -13.5% | +8.8% |
| 3M | +2.2% | +16.2% | -14.0% | +0.3% |
| 6M | -2.9% | +15.8% | -18.8% | -4.8% |
| YTD | +9.6% | +11.4% | -1.8% | +8.7% |
| All | +16.9% | +4.3% | +12.6% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling