+17.3%
DOV vs FND
-62.2%
+79.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | +1.3% | -0.8% | +2.1% | +1.5% |
| 30D | -8.6% | -19.6% | +10.9% | -3.1% |
| 3M | -13.1% | -4.3% | -8.8% | -12.9% |
| 6M | -8.8% | -20.4% | +11.6% | -4.4% |
| YTD | -1.2% | -21.9% | +20.6% | +3.6% |
| 1Y | +10.7% | -45.2% | +55.9% | +28.1% |
| 3Y | +39.3% | -49.2% | +88.5% | +57.9% |
| All | +17.3% | -62.2% | +79.5% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling