+86.3%
DOV vs JAAA
+29.3%
+57.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.5% | +0.1% | +2.4% | +2.3% |
| 30D | -7.5% | +0.5% | -8.0% | -8.4% |
| 3M | -9.7% | +1.2% | -10.9% | -12.0% |
| 6M | -6.1% | +2.8% | -8.9% | -11.5% |
| YTD | +0.5% | +3.2% | -2.7% | -5.9% |
| 1Y | +10.5% | +4.8% | +5.7% | +0.1% |
| 3Y | +41.7% | +19.0% | +22.7% | +10.2% |
| 5Y | +18.4% | +26.8% | -8.4% | -15.7% |
| All | +86.3% | +29.3% | +57.0% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded JAAA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling