+16.4%
DOV vs LTH
+89.8%
-73.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.6% |
| 7D | -0.7% | +6.4% | -7.1% | -1.8% |
| 30D | +12.3% | +16.7% | -4.5% | +9.0% |
| 3M | +1.2% | +11.7% | -10.5% | -1.0% |
| 6M | -3.1% | +48.5% | -51.6% | -11.1% |
| YTD | +9.4% | +78.4% | -69.0% | -5.2% |
| All | +16.4% | +89.8% | -73.3% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling