+1,107.8%
DOV vs WCC
+1,713.7%
-605.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.9% | -2.9% | -0.2% |
| 7D | -2.7% | +4.5% | -7.1% | -4.0% |
| 30D | -8.1% | -5.8% | -2.3% | -6.6% |
| 3M | -9.4% | -3.7% | -5.7% | -8.9% |
| 6M | -12.6% | +23.1% | -35.7% | -19.0% |
| YTD | -0.5% | +44.2% | -44.6% | -12.4% |
| 1Y | +9.2% | +62.1% | -52.8% | -7.8% |
| 3Y | +34.1% | +121.1% | -87.0% | -1.4% |
| 5Y | +17.3% | +214.0% | -196.7% | -25.6% |
| 10Y | +284.9% | +472.8% | -187.9% | +85.4% |
| All | +1,107.8% | +1,713.7% | -605.9% | +235.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling