+58.8%
DOV vs CASY
+154.1%
-95.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -1.9% | +1.1% | -3.0% | -2.0% |
| 30D | +8.3% | +8.7% | -0.4% | +7.0% |
| 3M | -3.1% | -17.3% | +14.3% | -0.9% |
| 6M | -9.8% | -19.7% | +9.9% | -7.3% |
| YTD | +5.2% | +24.8% | -19.6% | -1.7% |
| 1Y | +15.3% | +31.9% | -16.6% | +6.4% |
| 3Y | +58.8% | +155.4% | -96.6% | +27.2% |
| All | +58.8% | +154.1% | -95.3% | +27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling