+38.2%
DOV vs BTG
+94.1%
-55.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.8% |
| 7D | -1.9% | -5.5% | +3.5% | -1.4% |
| 30D | -9.9% | +6.1% | -16.0% | -10.5% |
| 3M | -12.1% | +38.6% | -50.8% | -15.3% |
| 6M | -10.4% | +0.7% | -11.1% | -11.2% |
| YTD | -3.3% | +20.3% | -23.7% | -6.3% |
| 1Y | +7.8% | +25.0% | -17.3% | +3.2% |
| All | +38.2% | +94.1% | -55.9% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling