+289.8%
DOV vs CASY
+549.1%
-259.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.9% |
| 7D | +2.5% | -4.4% | +6.9% | +4.0% |
| 30D | -7.5% | -12.0% | +4.5% | -3.8% |
| 3M | -9.7% | -2.3% | -7.3% | -10.8% |
| 6M | -6.1% | +10.5% | -16.6% | -11.5% |
| YTD | +0.5% | +33.0% | -32.5% | -11.5% |
| 1Y | +10.5% | +41.1% | -30.6% | -5.3% |
| 3Y | +41.7% | +207.5% | -165.8% | -13.0% |
| 5Y | +18.4% | +290.7% | -272.3% | -35.3% |
| 10Y | +289.8% | +556.5% | -266.7% | +75.2% |
| All | +289.8% | +549.1% | -259.3% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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