+9.2%
DOV vs BR
-29.1%
+38.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +0.7% |
| 7D | -2.7% | -5.3% | +2.6% | -3.0% |
| 30D | -8.1% | +6.4% | -14.5% | -7.7% |
| 3M | -9.4% | +13.6% | -23.0% | -8.3% |
| 6M | -12.6% | -6.7% | -5.9% | -11.7% |
| YTD | -0.5% | -21.1% | +20.6% | +6.1% |
| 1Y | +9.2% | -29.6% | +38.8% | +20.8% |
| All | +9.2% | -29.1% | +38.3% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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