+17.8%
DOV vs SHAK
-22.8%
+40.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.3% | +0.3% |
| 7D | -2.0% | -8.3% | +6.3% | -0.5% |
| 30D | -8.9% | -12.6% | +3.7% | -6.7% |
| 3M | -13.3% | +9.1% | -22.4% | -15.1% |
| 6M | -9.7% | -31.2% | +21.6% | -4.9% |
| YTD | -2.5% | -21.6% | +19.1% | -0.3% |
| 1Y | +7.2% | -38.8% | +46.0% | +14.7% |
| 3Y | +39.4% | +0.6% | +38.8% | +31.5% |
| All | +17.8% | -22.8% | +40.6% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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