+247.6%
DOV vs FND
+66.0%
+181.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | -2.7% | -5.2% | +2.6% | -1.3% |
| 30D | -8.1% | -19.9% | +11.8% | -2.5% |
| 3M | -9.4% | +2.7% | -12.1% | -10.9% |
| 6M | -12.6% | -21.7% | +9.1% | -8.0% |
| YTD | -0.5% | -17.5% | +17.0% | +2.8% |
| 1Y | +9.2% | -39.3% | +48.5% | +22.3% |
| 3Y | +34.1% | -49.8% | +83.9% | +52.7% |
| 5Y | +17.3% | -60.1% | +77.3% | +35.4% |
| All | +247.6% | +66.0% | +181.5% | +175.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling