+65.1%
DOV vs CLBK
+54.0%
+11.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.8% | +0.4% |
| 7D | +3.0% | +0.9% | +2.1% | +2.7% |
| 30D | +8.6% | +3.4% | +5.2% | +7.4% |
| 3M | +1.9% | -4.3% | +6.1% | +3.2% |
| 6M | -1.7% | +28.4% | -30.0% | -10.3% |
| YTD | +8.3% | +59.4% | -51.1% | -8.6% |
| 1Y | +16.6% | +64.8% | -48.3% | -2.8% |
| 3Y | +65.1% | +50.6% | +14.5% | +37.7% |
| All | +65.1% | +54.0% | +11.2% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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