+10.5%
DOV vs CASY
+42.6%
-32.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.0% |
| 7D | +2.5% | -4.4% | +6.9% | +2.5% |
| 30D | -7.5% | -12.0% | +4.5% | -7.5% |
| 3M | -9.7% | -2.3% | -7.3% | -10.3% |
| 6M | -6.1% | +10.5% | -16.6% | -8.0% |
| YTD | +0.5% | +33.0% | -32.5% | -0.5% |
| 1Y | +10.5% | +41.1% | -30.6% | +8.6% |
| All | +10.5% | +42.6% | -32.1% | +8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling