+65.1%
DOV vs FTV
+39.2%
+25.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +3.0% | +3.9% | -0.9% | +0.7% |
| 30D | +8.6% | +18.7% | -10.1% | -2.1% |
| 3M | +1.9% | +10.0% | -8.2% | -3.9% |
| 6M | -1.7% | +14.6% | -16.2% | -10.0% |
| YTD | +8.3% | +23.4% | -15.1% | -6.8% |
| 1Y | +16.6% | +31.3% | -14.7% | -4.1% |
| 3Y | +65.1% | +39.8% | +25.3% | +24.8% |
| All | +65.1% | +39.2% | +25.9% | +24.8% |
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