+18.4%
DOV vs SPY
+81.8%
-63.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.5% |
| 7D | +2.5% | +0.5% | +2.0% | +2.0% |
| 30D | -7.5% | -0.9% | -6.6% | -6.7% |
| 3M | -9.7% | +3.9% | -13.6% | -13.0% |
| 6M | -6.1% | +14.5% | -20.6% | -18.1% |
| YTD | +0.5% | +12.9% | -12.4% | -11.1% |
| 1Y | +10.5% | +19.4% | -8.8% | -7.6% |
| 3Y | +41.7% | +78.5% | -36.8% | -20.2% |
| 5Y | +18.4% | +81.8% | -63.3% | -35.1% |
| All | +18.4% | +81.8% | -63.3% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling