+287.9%
DOV vs DOC
-2.1%
+290.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.8% | +1.7% |
| 7D | -2.7% | -1.5% | -1.2% | -2.1% |
| 30D | -8.1% | -4.8% | -3.3% | -6.3% |
| 3M | -9.4% | +6.9% | -16.3% | -12.2% |
| 6M | -12.6% | +20.7% | -33.4% | -20.2% |
| YTD | -0.5% | +34.1% | -34.6% | -13.4% |
| 1Y | +9.2% | +22.6% | -13.4% | -1.6% |
| 3Y | +34.1% | +20.8% | +13.3% | +19.4% |
| 5Y | +17.3% | -24.9% | +42.1% | +27.2% |
| All | +287.9% | -2.1% | +290.0% | +288.2% |
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