+278.3%
DOV vs FND
+57.9%
+220.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.8% |
| 7D | +3.0% | -6.8% | +9.8% | +5.0% |
| 30D | +8.6% | +8.0% | +0.6% | +5.9% |
| 3M | +1.9% | -18.9% | +20.8% | +7.2% |
| 6M | -1.7% | +4.7% | -6.4% | -4.6% |
| YTD | +8.3% | -21.6% | +29.9% | +12.8% |
| 1Y | +16.6% | -22.0% | +38.6% | +21.4% |
| 3Y | +65.1% | -40.4% | +105.6% | +78.6% |
| 5Y | +29.2% | -63.8% | +93.0% | +52.7% |
| All | +278.3% | +57.9% | +220.5% | +202.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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