+1,195.2%
DOV vs BNS
+1,492.9%
-297.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.7% |
| 7D | -2.7% | +1.5% | -4.2% | -3.7% |
| 30D | -8.1% | +6.0% | -14.0% | -11.8% |
| 3M | -9.4% | +16.3% | -25.8% | -18.3% |
| 6M | -12.6% | +28.8% | -41.4% | -26.3% |
| YTD | -0.5% | +30.0% | -30.4% | -16.7% |
| 1Y | +9.2% | +50.7% | -41.5% | -17.2% |
| 3Y | +34.1% | +125.4% | -91.3% | -22.9% |
| 5Y | +17.3% | +94.2% | -77.0% | -26.2% |
| 10Y | +284.9% | +182.8% | +102.1% | +86.4% |
| All | +1,195.2% | +1,492.9% | -297.7% | +89.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling