+5,914.2%
DOV vs CASY
+36,294.0%
-30,379.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.0% |
| 7D | -2.7% | +0.1% | -2.7% | -2.7% |
| 30D | -8.1% | -11.3% | +3.3% | -5.5% |
| 3M | -9.4% | -0.6% | -8.8% | -10.4% |
| 6M | -12.6% | +10.7% | -23.3% | -15.9% |
| YTD | -0.5% | +37.1% | -37.6% | -9.2% |
| 1Y | +9.2% | +52.3% | -43.1% | -3.1% |
| 3Y | +34.1% | +215.2% | -181.1% | -2.1% |
| 5Y | +17.3% | +276.5% | -259.2% | -18.6% |
| 10Y | +284.9% | +508.4% | -223.4% | +134.5% |
| All | +5,914.2% | +36,294.0% | -30,379.8% | +1,761.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling