+340.2%
DOV vs COO
+40.7%
+299.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.5% | +2.0% | +3.4% |
| 7D | -1.4% | +4.3% | -5.6% | -3.2% |
| 30D | +12.8% | +17.6% | -4.8% | +5.0% |
| 3M | +1.1% | -13.9% | +15.0% | +6.8% |
| 6M | -2.6% | +6.6% | -9.2% | -7.2% |
| YTD | +9.9% | -22.0% | +31.9% | +20.5% |
| 1Y | +19.3% | -8.8% | +28.1% | +21.6% |
| 3Y | +68.4% | -21.5% | +89.9% | +75.9% |
| 5Y | +29.1% | -41.0% | +70.1% | +52.2% |
| 10Y | +340.2% | +40.9% | +299.3% | +311.5% |
| All | +340.2% | +40.7% | +299.5% | +311.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling