+343.6%
DOV vs LII
+162.0%
+181.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.6% |
| 7D | -1.9% | -0.6% | -1.3% | -1.6% |
| 30D | +8.3% | -4.6% | +12.9% | +9.9% |
| 3M | -3.1% | -21.2% | +18.2% | +7.8% |
| 6M | -9.8% | -36.4% | +26.6% | +9.3% |
| YTD | +5.2% | -28.9% | +34.1% | +19.3% |
| 1Y | +15.3% | -29.5% | +44.9% | +31.2% |
| 3Y | +58.8% | -8.6% | +67.3% | +49.9% |
| 5Y | +26.6% | +20.2% | +6.4% | -0.7% |
| All | +343.6% | +162.0% | +181.7% | +160.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling