+302.5%
DOV vs BWA
+142.7%
+159.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.1% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | -8.6% | -5.6% | -3.1% | -6.6% |
| 3M | -13.1% | -10.7% | -2.4% | -9.4% |
| 6M | -8.8% | +23.2% | -32.0% | -17.9% |
| YTD | -1.2% | +46.0% | -47.2% | -19.0% |
| 1Y | +10.7% | +51.2% | -40.5% | -10.9% |
| 3Y | +39.3% | +69.6% | -30.3% | +3.1% |
| 5Y | +16.4% | +86.6% | -70.2% | -20.1% |
| 10Y | +302.5% | +152.3% | +150.2% | +113.4% |
| All | +302.5% | +142.7% | +159.8% | +113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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