+1,129.5%
DOV vs FLR
+520.6%
+608.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.8% |
| 7D | +3.4% | +10.1% | -6.7% | +0.6% |
| 30D | +8.8% | -0.5% | +9.3% | +8.8% |
| 3M | +0.9% | -4.8% | +5.8% | +1.9% |
| 6M | -2.8% | +10.7% | -13.6% | -7.3% |
| YTD | +8.1% | +25.0% | -16.9% | -1.6% |
| 1Y | +15.2% | +8.3% | +7.0% | +9.2% |
| 3Y | +64.5% | +36.8% | +27.7% | +38.0% |
| 5Y | +28.9% | +121.8% | -92.9% | -10.0% |
| 10Y | +328.7% | +9.2% | +319.5% | +196.3% |
| All | +1,129.5% | +520.6% | +608.9% | +360.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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