+329.1%
DOV vs WCC
+431.3%
-102.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.8% |
| 7D | +3.0% | +9.9% | -7.0% | -0.6% |
| 30D | +8.6% | -8.4% | +17.0% | +11.3% |
| 3M | +1.9% | -10.3% | +12.2% | +4.7% |
| 6M | -1.7% | -10.5% | +8.8% | +0.4% |
| YTD | +8.3% | +32.2% | -23.8% | -5.5% |
| 1Y | +16.6% | +25.5% | -9.0% | +3.5% |
| 3Y | +65.1% | +134.7% | -69.6% | +8.3% |
| 5Y | +29.2% | +139.9% | -110.8% | -21.1% |
| All | +329.1% | +431.3% | -102.2% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling