+20.5%
DOV vs FRSH
+21.1%
-0.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.3% | +5.9% | -0.8% |
| 7D | +2.2% | -13.8% | +16.0% | +1.3% |
| 30D | +11.2% | +0.3% | +10.9% | +11.2% |
| 3M | +1.6% | +10.1% | -8.6% | +2.3% |
| 6M | -3.2% | +47.7% | -50.9% | -0.4% |
| YTD | +9.7% | +8.2% | +1.5% | +16.2% |
| 1Y | +20.5% | +21.4% | -0.9% | +20.6% |
| All | +20.5% | +21.1% | -0.6% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 1y: compounded portfolio wealth divided by compounded FRSH 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…
1y analysis · Full analysis span regression · 6 months rolling