+3,898.9%
DOV vs DAR
+1,400.9%
+2,498.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.7% | -0.2% | +4.1% |
| 7D | -1.4% | -2.8% | +1.4% | -1.1% |
| 30D | +12.8% | -12.8% | +25.6% | +14.2% |
| 3M | +1.1% | -11.6% | +12.7% | +2.1% |
| 6M | -2.6% | -16.8% | +14.2% | -1.3% |
| YTD | +9.9% | +45.9% | -36.0% | +5.8% |
| 1Y | +19.3% | +61.5% | -42.2% | +13.8% |
| 3Y | +68.4% | +23.0% | +45.4% | +62.9% |
| 5Y | +29.1% | -35.8% | +65.0% | +31.1% |
| 10Y | +340.2% | +280.4% | +59.8% | +287.0% |
| All | +3,898.9% | +1,400.9% | +2,498.1% | +3,081.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling