+356.0%
DOV vs FTV
+127.3%
+228.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +3.4% | +3.7% | -0.3% | +0.9% |
| 30D | +8.8% | +16.8% | -8.0% | -2.4% |
| 3M | +0.9% | +10.4% | -9.4% | -6.0% |
| 6M | -2.8% | +12.8% | -15.7% | -11.3% |
| YTD | +8.1% | +23.3% | -15.2% | -8.6% |
| 1Y | +15.2% | +31.0% | -15.7% | -6.7% |
| 3Y | +64.5% | +38.6% | +26.0% | +26.1% |
| 5Y | +28.9% | +17.6% | +11.3% | +9.5% |
| 10Y | +328.7% | +110.0% | +218.7% | +146.3% |
| All | +356.0% | +127.3% | +228.6% | +153.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling