+18.7%
DOV vs LII
+25.3%
-6.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.2% | +0.4% |
| 7D | -2.7% | -0.7% | -1.9% | -2.4% |
| 30D | -8.1% | -12.6% | +4.5% | -2.6% |
| 3M | -9.4% | -24.4% | +15.0% | +0.6% |
| 6M | -12.6% | -28.7% | +16.1% | -0.8% |
| YTD | -0.5% | -19.1% | +18.7% | +6.2% |
| 1Y | +9.2% | -29.7% | +38.9% | +23.9% |
| 3Y | +34.1% | +4.8% | +29.3% | +19.1% |
| All | +18.7% | +25.3% | -6.6% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling