+329.1%
DOV vs DAR
+311.7%
+17.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | +3.0% | +11.6% | -8.6% | -0.6% |
| 30D | +8.6% | -10.2% | +18.8% | +12.2% |
| 3M | +1.9% | -14.8% | +16.7% | +6.5% |
| 6M | -1.7% | -10.1% | +8.4% | +0.5% |
| YTD | +8.3% | +55.5% | -47.2% | -8.4% |
| 1Y | +16.6% | +61.7% | -45.1% | -2.9% |
| 3Y | +65.1% | +37.2% | +28.0% | +38.2% |
| 5Y | +29.2% | -26.9% | +56.1% | +29.7% |
| All | +329.1% | +311.7% | +17.4% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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