+18.4%
DOV vs BUD
+45.2%
-26.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.2% |
| 7D | +2.5% | +0.8% | +1.8% | +2.3% |
| 30D | -7.5% | -4.8% | -2.7% | -6.0% |
| 3M | -9.7% | +1.4% | -11.0% | -10.2% |
| 6M | -6.1% | +9.9% | -15.9% | -9.4% |
| YTD | +0.5% | +26.3% | -25.9% | -7.7% |
| 1Y | +10.5% | +36.1% | -25.6% | -1.1% |
| 3Y | +41.7% | +48.6% | -6.9% | +19.5% |
| 5Y | +18.4% | +45.0% | -26.6% | -2.8% |
| All | +18.4% | +45.2% | -26.7% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling