+302.5%
DOV vs DAR
+364.6%
-62.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | +1.3% | -0.2% | +1.5% | +1.3% |
| 30D | -8.6% | +7.4% | -16.1% | -11.1% |
| 3M | -13.1% | +15.7% | -28.8% | -17.8% |
| 6M | -8.8% | +30.0% | -38.8% | -17.5% |
| YTD | -1.2% | +87.5% | -88.8% | -21.1% |
| 1Y | +10.7% | +113.4% | -102.7% | -15.9% |
| 3Y | +39.3% | +15.3% | +24.0% | +24.9% |
| 5Y | +16.4% | -4.3% | +20.8% | +6.3% |
| 10Y | +302.5% | +380.2% | -77.7% | +73.4% |
| All | +302.5% | +364.6% | -62.1% | +73.4% |
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