+4,869.9%
DOV vs SPY
+3,056.6%
+1,813.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -1.1% |
| 7D | -0.1% | -0.9% | +0.8% | +0.9% |
| 30D | +11.3% | -2.4% | +13.6% | +14.0% |
| 3M | +2.2% | -1.2% | +3.3% | +3.3% |
| 6M | -2.9% | +3.3% | -6.2% | -6.2% |
| YTD | +9.6% | +12.3% | -2.7% | -2.7% |
| 1Y | +16.7% | +12.4% | +4.2% | +3.4% |
| 3Y | +66.9% | +78.8% | -11.9% | -7.4% |
| 5Y | +32.0% | +75.2% | -43.2% | -25.4% |
| 10Y | +334.8% | +311.1% | +23.6% | +6.4% |
| All | +4,869.9% | +3,056.6% | +1,813.3% | +160.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling