+12.6%
DOV vs BWA
+50.9%
-38.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.4% |
| 7D | +2.5% | +4.3% | -1.7% | +1.5% |
| 30D | -7.5% | -2.9% | -4.6% | -7.0% |
| 3M | -9.7% | -12.4% | +2.7% | -7.0% |
| 6M | -6.1% | +28.6% | -34.6% | -12.6% |
| YTD | +0.5% | +48.2% | -47.7% | -14.0% |
| All | +12.6% | +50.9% | -38.3% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling