+288.7%
DOV vs SAN
+347.0%
-58.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -1.9% | -2.8% | +0.9% | -0.9% |
| 30D | -9.9% | -0.5% | -9.3% | -9.7% |
| 3M | -12.1% | +22.7% | -34.8% | -18.9% |
| 6M | -10.4% | +28.8% | -39.2% | -19.2% |
| YTD | -3.3% | +26.3% | -29.6% | -12.8% |
| 1Y | +7.8% | +48.8% | -41.1% | -9.2% |
| 3Y | +36.3% | +347.2% | -310.9% | -28.1% |
| 5Y | +14.8% | +383.8% | -369.0% | -43.9% |
| All | +288.7% | +347.0% | -58.3% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SAN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling