+18.4%
DOV vs DAR
-8.5%
+27.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -2.0% | +0.2% |
| 7D | +2.5% | -0.9% | +3.4% | +2.7% |
| 30D | -7.5% | +13.0% | -20.5% | -10.6% |
| 3M | -9.7% | +15.0% | -24.7% | -13.3% |
| 6M | -6.1% | +26.8% | -32.9% | -12.5% |
| YTD | +0.5% | +86.4% | -85.9% | -15.6% |
| 1Y | +10.5% | +115.1% | -104.6% | -11.1% |
| 3Y | +41.7% | +14.6% | +27.1% | +30.0% |
| 5Y | +18.4% | -8.8% | +27.2% | +11.6% |
| All | +18.4% | -8.5% | +27.0% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling