+329.1%
DOV vs WCN
+322.1%
+7.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +3.0% | +2.6% | +0.4% | +1.6% |
| 30D | +8.6% | +23.9% | -15.3% | -3.6% |
| 3M | +1.9% | +17.4% | -15.6% | -7.0% |
| 6M | -1.7% | +28.0% | -29.7% | -15.1% |
| YTD | +8.3% | +11.6% | -3.2% | +0.4% |
| 1Y | +16.6% | +16.9% | -0.3% | +5.0% |
| 3Y | +65.1% | +51.6% | +13.5% | +22.6% |
| 5Y | +29.2% | +48.0% | -18.8% | -4.3% |
| All | +329.1% | +322.1% | +7.1% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling