+66.7%
DOV vs BWA
+62.6%
+4.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | +0.2% |
| 7D | -0.7% | -2.4% | +1.7% | +0.1% |
| 30D | +12.3% | -17.7% | +30.0% | +19.8% |
| 3M | +1.2% | -27.0% | +28.2% | +12.1% |
| 6M | -3.1% | -17.3% | +14.2% | +1.7% |
| YTD | +9.4% | +12.9% | -3.5% | -1.0% |
| 1Y | +17.6% | +12.9% | +4.7% | +6.3% |
| All | +66.7% | +62.6% | +4.2% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling