+64.7%
DOV vs LII
-9.2%
+73.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +3.4% | -0.2% | +3.6% | +3.5% |
| 30D | +8.8% | -0.6% | +9.4% | +8.5% |
| 3M | +0.9% | -17.0% | +17.9% | +7.7% |
| 6M | -2.8% | -31.1% | +28.3% | +9.5% |
| YTD | +8.1% | -27.7% | +35.7% | +18.6% |
| 1Y | +15.2% | -26.2% | +41.4% | +25.2% |
| All | +64.7% | -9.2% | +73.9% | +57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling