+237.6%
DOV vs FND
+54.9%
+182.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.7% |
| 7D | -1.9% | -5.1% | +3.1% | -0.6% |
| 30D | -9.9% | -22.5% | +12.7% | -3.4% |
| 3M | -12.1% | -5.0% | -7.1% | -11.7% |
| 6M | -10.4% | -21.5% | +11.1% | -5.8% |
| YTD | -3.3% | -23.0% | +19.7% | +1.8% |
| 1Y | +7.8% | -44.9% | +52.7% | +23.9% |
| 3Y | +36.3% | -50.0% | +86.3% | +55.3% |
| 5Y | +14.8% | -63.3% | +78.1% | +35.7% |
| All | +237.6% | +54.9% | +182.7% | +172.5% |
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