+28.7%
DOV vs SBAC
-39.6%
+68.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | +3.0% | +0.6% | +2.4% | +2.9% |
| 30D | +8.6% | +5.5% | +3.1% | +7.2% |
| 3M | +1.9% | +3.1% | -1.2% | +1.0% |
| 6M | -1.7% | -7.0% | +5.3% | -0.6% |
| YTD | +8.3% | +0.5% | +7.8% | +6.9% |
| 1Y | +16.6% | +0.2% | +16.3% | +15.0% |
| 3Y | +65.1% | -7.4% | +72.5% | +62.3% |
| All | +28.7% | -39.6% | +68.3% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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