+289.8%
DOV vs CAPR
-77.1%
+366.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.6% | +4.6% | +1.0% |
| 7D | +2.5% | -9.5% | +12.0% | +2.7% |
| 30D | -7.5% | +121.5% | -129.0% | -8.7% |
| 3M | -9.7% | -65.4% | +55.7% | -9.2% |
| 6M | -6.1% | -67.5% | +61.4% | -5.6% |
| YTD | +0.5% | -68.6% | +69.1% | +1.0% |
| 1Y | +10.5% | +42.7% | -32.2% | +5.2% |
| 3Y | +41.7% | +43.4% | -1.7% | +31.4% |
| 5Y | +18.4% | +86.0% | -67.6% | +8.2% |
| 10Y | +289.8% | -77.4% | +367.2% | +246.8% |
| All | +289.8% | -77.1% | +366.9% | +246.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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