+13.9%
DOV vs DOC
+21.7%
-7.8%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.7% |
| 7D | -3.7% | +6.2% | -9.9% | -4.5% |
| 30D | +5.6% | +6.5% | -0.9% | +4.7% |
| 3M | -3.5% | -6.2% | +2.8% | -2.5% |
| 6M | -8.9% | +25.6% | -34.5% | -12.0% |
| YTD | +4.5% | +32.1% | -27.6% | -0.9% |
| 1Y | +13.9% | +20.3% | -6.4% | +10.5% |
| All | +13.9% | +21.7% | -7.8% | +10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling