+65.1%
DOV vs WCC
+134.5%
-69.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.8% |
| 7D | +3.0% | +9.9% | -7.0% | -0.1% |
| 30D | +8.6% | -8.4% | +17.0% | +10.9% |
| 3M | +1.9% | -10.3% | +12.2% | +4.3% |
| 6M | -1.7% | -10.5% | +8.8% | +0.1% |
| YTD | +8.3% | +32.2% | -23.8% | -3.6% |
| 1Y | +16.6% | +25.5% | -9.0% | +5.3% |
| 3Y | +65.1% | +134.7% | -69.6% | +12.2% |
| All | +65.1% | +134.5% | -69.3% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling