+16.4%
DOV vs WCC
+228.2%
-211.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.3% |
| 7D | +1.3% | +6.8% | -5.5% | -0.9% |
| 30D | -8.6% | -3.0% | -5.6% | -7.9% |
| 3M | -13.1% | +0.2% | -13.3% | -13.8% |
| 6M | -8.8% | +33.2% | -42.0% | -18.2% |
| YTD | -1.2% | +45.8% | -47.0% | -14.4% |
| 1Y | +10.7% | +68.4% | -57.7% | -9.2% |
| 3Y | +39.3% | +131.1% | -91.8% | -2.7% |
| 5Y | +16.4% | +225.6% | -209.2% | -32.8% |
| All | +16.4% | +228.2% | -211.8% | -32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling