+292.2%
DOV vs BR
+189.7%
+102.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -2.0% | -3.0% | +1.0% | -0.6% |
| 30D | -8.9% | -0.3% | -8.6% | -9.0% |
| 3M | -13.3% | +17.3% | -30.6% | -20.8% |
| 6M | -9.7% | -6.7% | -3.0% | -7.8% |
| YTD | -2.5% | -23.4% | +21.0% | +10.1% |
| 1Y | +7.2% | -32.7% | +39.9% | +30.1% |
| 3Y | +39.4% | -5.9% | +45.3% | +37.6% |
| 5Y | +15.8% | +8.4% | +7.4% | +3.1% |
| All | +292.2% | +189.7% | +102.5% | +148.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling