+309.5%
DOV vs BUD
-22.5%
+331.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.3% |
| 7D | +2.5% | +0.8% | +1.8% | +2.2% |
| 30D | -7.5% | -4.8% | -2.7% | -5.8% |
| 3M | -9.7% | +1.4% | -11.0% | -10.3% |
| 6M | -6.1% | +9.9% | -15.9% | -10.0% |
| YTD | +0.5% | +26.3% | -25.9% | -9.0% |
| 1Y | +10.5% | +36.1% | -25.6% | -3.0% |
| 3Y | +41.7% | +48.6% | -6.9% | +17.0% |
| 5Y | +18.4% | +45.0% | -26.6% | -3.1% |
| All | +309.5% | -22.5% | +331.9% | +260.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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