+41.7%
DOV vs SPY
+78.7%
-37.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.5% |
| 7D | +2.5% | +0.5% | +2.0% | +1.9% |
| 30D | -7.5% | -0.9% | -6.6% | -6.6% |
| 3M | -9.7% | +3.9% | -13.6% | -13.0% |
| 6M | -6.1% | +14.5% | -20.6% | -18.2% |
| YTD | +0.5% | +12.9% | -12.4% | -11.2% |
| 1Y | +10.5% | +19.4% | -8.8% | -7.9% |
| 3Y | +41.7% | +78.5% | -36.8% | -18.6% |
| All | +41.7% | +78.7% | -37.0% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling