+329.1%
DOV vs BWA
+94.2%
+234.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +3.0% | +4.3% | -1.3% | +1.2% |
| 30D | +8.6% | -13.0% | +21.6% | +15.0% |
| 3M | +1.9% | -24.8% | +26.7% | +14.2% |
| 6M | -1.7% | -23.5% | +21.8% | +8.5% |
| YTD | +8.3% | +13.8% | -5.5% | -1.9% |
| 1Y | +16.6% | +13.4% | +3.1% | +5.6% |
| 3Y | +65.1% | +62.8% | +2.4% | +23.7% |
| 5Y | +29.2% | +28.5% | +0.7% | +4.0% |
| All | +329.1% | +94.2% | +234.9% | +145.9% |
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