+67.1%
DOV vs WING
-19.8%
+86.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.4% |
| 7D | -0.1% | -0.5% | +0.4% | -0.1% |
| 30D | +11.3% | +32.3% | -21.0% | +8.5% |
| 3M | +2.2% | +50.2% | -48.0% | -1.8% |
| 6M | -2.9% | +31.7% | -34.6% | -6.0% |
| YTD | +9.6% | -29.6% | +39.2% | +12.1% |
| 1Y | +16.7% | -29.7% | +46.4% | +19.1% |
| All | +67.1% | -19.8% | +86.9% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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