+289.8%
DOV vs COO
+43.7%
+246.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +2.2% |
| 7D | +2.5% | -2.3% | +4.8% | +3.5% |
| 30D | -7.5% | -8.8% | +1.3% | -3.8% |
| 3M | -9.7% | +1.3% | -11.0% | -10.7% |
| 6M | -6.1% | -11.6% | +5.5% | -1.7% |
| YTD | +0.5% | -17.4% | +17.9% | +8.5% |
| 1Y | +10.5% | -1.6% | +12.1% | +9.7% |
| 3Y | +41.7% | -22.6% | +64.3% | +50.8% |
| 5Y | +18.4% | -40.3% | +58.8% | +40.4% |
| 10Y | +289.8% | +45.2% | +244.6% | +269.6% |
| All | +289.8% | +43.7% | +246.0% | +269.6% |
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