+329.8%
DOV vs DAR
+269.9%
+59.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.4% | +0.1% |
| 7D | -0.7% | -3.8% | +3.1% | +0.5% |
| 30D | +12.3% | -14.4% | +26.7% | +17.8% |
| 3M | +1.2% | -17.9% | +19.1% | +7.0% |
| 6M | -3.1% | -18.3% | +15.2% | +2.2% |
| YTD | +9.4% | +43.2% | -33.9% | -5.0% |
| 1Y | +17.6% | +57.7% | -40.1% | -1.3% |
| 3Y | +66.5% | +22.7% | +43.8% | +44.6% |
| 5Y | +29.0% | -34.0% | +63.0% | +34.1% |
| 10Y | +329.8% | +279.5% | +50.3% | +98.6% |
| All | +329.8% | +269.9% | +59.9% | +98.6% |
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