+9.2%
DOV vs LII
-28.2%
+37.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.2% | +0.6% |
| 7D | -2.7% | -0.7% | -1.9% | -2.4% |
| 30D | -8.1% | -12.6% | +4.5% | -3.9% |
| 3M | -9.4% | -24.4% | +15.0% | -1.9% |
| 6M | -12.6% | -28.7% | +16.1% | -3.5% |
| YTD | -0.5% | -19.1% | +18.7% | +4.3% |
| 1Y | +9.2% | -29.7% | +38.9% | +19.7% |
| All | +9.2% | -28.2% | +37.4% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling