+68.4%
DOV vs DAR
+21.9%
+46.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.7% | -0.2% | +3.5% |
| 7D | -1.4% | -2.8% | +1.4% | -0.8% |
| 30D | +12.8% | -12.8% | +25.6% | +16.1% |
| 3M | +1.1% | -11.6% | +12.7% | +3.2% |
| 6M | -2.6% | -16.8% | +14.2% | +0.6% |
| YTD | +9.9% | +45.9% | -36.0% | -1.9% |
| 1Y | +19.3% | +61.5% | -42.2% | +3.6% |
| 3Y | +68.4% | +23.0% | +45.4% | +51.6% |
| All | +68.4% | +21.9% | +46.5% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling