+764.3%
DOV vs BR
+1,286.0%
-521.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.4% | +2.3% |
| 7D | +2.5% | -5.9% | +8.5% | +5.8% |
| 30D | -7.5% | +1.9% | -9.4% | -8.8% |
| 3M | -9.7% | +14.7% | -24.3% | -17.0% |
| 6M | -6.1% | -12.8% | +6.7% | -1.0% |
| YTD | +0.5% | -23.0% | +23.5% | +12.5% |
| 1Y | +10.5% | -31.7% | +42.2% | +32.1% |
| 3Y | +41.7% | -4.8% | +46.5% | +38.8% |
| 5Y | +18.4% | +7.8% | +10.6% | +6.3% |
| 10Y | +289.8% | +184.1% | +105.7% | +98.1% |
| All | +764.3% | +1,286.0% | -521.7% | +78.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling