+39.4%
DOV vs BNS
+130.5%
-91.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.6% |
| 7D | -2.0% | -0.4% | -1.6% | -1.8% |
| 30D | -8.9% | +3.5% | -12.4% | -10.6% |
| 3M | -13.3% | +14.1% | -27.3% | -19.5% |
| 6M | -9.7% | +33.8% | -43.4% | -23.2% |
| YTD | -2.5% | +29.5% | -31.9% | -15.8% |
| 1Y | +7.2% | +48.4% | -41.2% | -14.1% |
| 3Y | +39.4% | +129.6% | -90.2% | -13.6% |
| All | +39.4% | +130.5% | -91.1% | -13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling