+1,050.7%
DOV vs LII
+3,124.4%
-2,073.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.2% | +0.5% |
| 7D | -2.7% | -0.7% | -1.9% | -2.4% |
| 30D | -8.1% | -12.6% | +4.5% | -3.3% |
| 3M | -9.4% | -24.4% | +15.0% | -0.5% |
| 6M | -12.6% | -28.7% | +16.1% | -2.2% |
| YTD | -0.5% | -19.1% | +18.7% | +5.8% |
| 1Y | +9.2% | -29.7% | +38.9% | +22.2% |
| 3Y | +34.1% | +4.8% | +29.3% | +25.8% |
| 5Y | +17.3% | +24.6% | -7.3% | +1.3% |
| 10Y | +284.9% | +169.2% | +115.7% | +147.6% |
| All | +1,050.7% | +3,124.4% | -2,073.7% | +220.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling