+7.8%
DOV vs WCC
+62.7%
-54.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -1.1% |
| 7D | -1.9% | +1.7% | -3.6% | -2.4% |
| 30D | -9.9% | -6.1% | -3.8% | -8.3% |
| 3M | -12.1% | +3.1% | -15.2% | -13.4% |
| 6M | -10.4% | +28.2% | -38.7% | -17.7% |
| YTD | -3.3% | +41.1% | -44.4% | -13.6% |
| 1Y | +7.8% | +61.3% | -53.5% | -8.1% |
| All | +7.8% | +62.7% | -54.9% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling