+41.1%
DOV vs LTH
+186.2%
-145.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.7% |
| 7D | -0.7% | +6.4% | -7.1% | -2.1% |
| 30D | +12.3% | +16.7% | -4.5% | +8.5% |
| 3M | +1.2% | +11.7% | -10.5% | -1.5% |
| 6M | -3.1% | +48.5% | -51.6% | -11.5% |
| YTD | +9.4% | +78.4% | -69.0% | -4.6% |
| 1Y | +17.6% | +89.7% | -72.1% | +1.2% |
| 3Y | +66.5% | +245.6% | -179.1% | +25.1% |
| 5Y | +29.0% | +142.7% | -113.7% | -4.3% |
| All | +41.1% | +186.2% | -145.1% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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