+362.8%
DOV vs DOC
+15.2%
+347.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -1.7% |
| 7D | +2.2% | +8.7% | -6.5% | -1.2% |
| 30D | +11.2% | +7.6% | +3.5% | +7.6% |
| 3M | +1.6% | -5.3% | +6.8% | +3.5% |
| 6M | -3.2% | +27.6% | -30.8% | -13.8% |
| YTD | +9.7% | +32.4% | -22.7% | -4.3% |
| 1Y | +20.5% | +22.9% | -2.3% | +8.4% |
| 3Y | +63.7% | +43.1% | +20.6% | +34.8% |
| 5Y | +31.4% | -21.4% | +52.8% | +39.7% |
| All | +362.8% | +15.2% | +347.6% | +331.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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