+10.5%
DOV vs CAPR
+35.6%
-25.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.6% | +4.6% | +1.0% |
| 7D | +2.5% | -9.5% | +12.0% | +2.6% |
| 30D | -7.5% | +121.5% | -129.0% | -7.8% |
| 3M | -9.7% | -65.4% | +55.7% | -9.5% |
| 6M | -6.1% | -67.5% | +61.4% | -5.9% |
| YTD | +0.5% | -68.6% | +69.1% | +0.7% |
| 1Y | +10.5% | +42.7% | -32.2% | +8.9% |
| All | +10.5% | +35.6% | -25.1% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling