+43.6%
DOV vs FTV
-2.1%
+45.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.4% |
| 7D | +2.5% | -0.4% | +2.9% | +2.8% |
| 30D | -7.5% | -8.3% | +0.8% | -2.6% |
| 3M | -9.7% | -7.4% | -2.3% | -5.8% |
| 6M | -6.1% | -1.2% | -4.9% | -6.2% |
| YTD | +0.5% | +2.7% | -2.2% | -3.1% |
| 1Y | +10.5% | +18.4% | -7.9% | -3.6% |
| All | +43.6% | -2.1% | +45.7% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 3y: compounded portfolio wealth divided by compounded FTV 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…
3y analysis · Full analysis span regression · 6 months rolling