+1,083.8%
DOV vs BUD
+201.1%
+882.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | -2.7% | +0.3% | -2.9% | -2.8% |
| 30D | -8.1% | -5.7% | -2.4% | -5.7% |
| 3M | -9.4% | +3.1% | -12.5% | -10.9% |
| 6M | -12.6% | +7.9% | -20.5% | -16.1% |
| YTD | -0.5% | +27.3% | -27.8% | -11.5% |
| 1Y | +9.2% | +37.8% | -28.6% | -6.5% |
| 3Y | +34.1% | +49.8% | -15.7% | +7.4% |
| 5Y | +17.3% | +43.8% | -26.6% | -6.4% |
| 10Y | +284.9% | -22.6% | +307.6% | +284.1% |
| All | +1,083.8% | +201.1% | +882.7% | +397.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling