+28.9%
DOV vs FND
-62.4%
+91.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.0% | -0.2% |
| 7D | +3.4% | -5.1% | +8.5% | +4.9% |
| 30D | +8.8% | +9.2% | -0.4% | +5.8% |
| 3M | +0.9% | -17.7% | +18.6% | +5.8% |
| 6M | -2.8% | +2.5% | -5.3% | -5.2% |
| YTD | +8.1% | -19.8% | +27.9% | +12.0% |
| 1Y | +15.2% | -22.7% | +37.9% | +20.4% |
| 3Y | +64.5% | -38.3% | +102.8% | +75.8% |
| 5Y | +28.9% | -63.0% | +91.8% | +53.1% |
| All | +28.9% | -62.4% | +91.3% | +53.1% |
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