+41.7%
DOV vs WCC
+137.6%
-95.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.2% |
| 7D | +2.5% | +8.5% | -6.0% | -0.2% |
| 30D | -7.5% | -1.0% | -6.5% | -7.4% |
| 3M | -9.7% | +2.1% | -11.8% | -10.9% |
| 6M | -6.1% | +36.8% | -42.9% | -16.3% |
| YTD | +0.5% | +47.7% | -47.2% | -12.9% |
| 1Y | +10.5% | +66.5% | -56.0% | -8.6% |
| 3Y | +41.7% | +134.2% | -92.5% | -2.9% |
| All | +41.7% | +137.6% | -95.9% | -2.9% |
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