+14.8%
DOV vs BTG
+75.0%
-60.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.8% |
| 7D | -1.9% | -5.5% | +3.5% | -1.3% |
| 30D | -9.9% | +6.1% | -16.0% | -10.6% |
| 3M | -12.1% | +38.6% | -50.8% | -15.9% |
| 6M | -10.4% | +0.7% | -11.1% | -11.4% |
| YTD | -3.3% | +20.3% | -23.7% | -7.0% |
| 1Y | +7.8% | +25.0% | -17.3% | +2.3% |
| 3Y | +36.3% | +97.3% | -61.0% | +17.6% |
| 5Y | +14.8% | +78.3% | -63.5% | 0.0% |
| All | +14.8% | +75.0% | -60.2% | 0.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling