+292.2%
DOV vs BNS
+188.9%
+103.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.4% |
| 7D | -2.0% | -0.4% | -1.6% | -1.7% |
| 30D | -8.9% | +3.5% | -12.4% | -11.4% |
| 3M | -13.3% | +14.1% | -27.3% | -21.3% |
| 6M | -9.7% | +33.8% | -43.4% | -26.8% |
| YTD | -2.5% | +29.5% | -31.9% | -19.3% |
| 1Y | +7.2% | +48.4% | -41.2% | -19.6% |
| 3Y | +39.4% | +129.6% | -90.2% | -24.8% |
| 5Y | +15.8% | +96.1% | -80.2% | -30.5% |
| All | +292.2% | +188.9% | +103.3% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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