+292.2%
DOV vs BTG
+159.3%
+132.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.9% |
| 7D | -2.0% | -3.8% | +1.8% | -1.7% |
| 30D | -8.9% | +3.6% | -12.5% | -9.2% |
| 3M | -13.3% | +32.0% | -45.3% | -15.6% |
| 6M | -9.7% | +3.4% | -13.0% | -10.6% |
| YTD | -2.5% | +20.8% | -23.2% | -5.1% |
| 1Y | +7.2% | +22.4% | -15.2% | +3.8% |
| 3Y | +39.4% | +91.7% | -52.3% | +28.0% |
| 5Y | +15.8% | +79.0% | -63.2% | +6.1% |
| All | +292.2% | +159.3% | +132.9% | +256.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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