+39.4%
DOV vs CNI
+19.7%
+19.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.4% |
| 7D | -2.0% | -0.4% | -1.6% | -1.8% |
| 30D | -8.9% | -2.7% | -6.2% | -7.6% |
| 3M | -13.3% | +3.9% | -17.2% | -15.5% |
| 6M | -9.7% | +16.4% | -26.0% | -17.6% |
| YTD | -2.5% | +25.8% | -28.3% | -14.9% |
| 1Y | +7.2% | +32.4% | -25.2% | -9.5% |
| 3Y | +39.4% | +19.1% | +20.3% | +20.9% |
| All | +39.4% | +19.7% | +19.7% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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