+25.5%
DOV vs FRSH
-72.4%
+97.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.5% |
| 7D | +1.3% | -9.6% | +10.9% | +2.6% |
| 30D | -8.6% | -0.4% | -8.2% | -8.8% |
| 3M | -13.1% | +27.2% | -40.3% | -16.3% |
| 6M | -8.8% | +42.2% | -51.0% | -14.1% |
| YTD | -1.2% | -2.6% | +1.4% | -2.1% |
| 1Y | +10.7% | -10.2% | +20.9% | +11.0% |
| 3Y | +39.3% | -45.5% | +84.8% | +46.5% |
| All | +25.5% | -72.4% | +97.9% | +28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling