+18.4%
DOV vs WING
-35.4%
+53.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.9% |
| 7D | +2.5% | -0.1% | +2.7% | +2.5% |
| 30D | -7.5% | -6.0% | -1.5% | -7.0% |
| 3M | -9.7% | -23.5% | +13.8% | -6.9% |
| 6M | -6.1% | -52.0% | +45.9% | +2.9% |
| YTD | +0.5% | -53.8% | +54.3% | +9.8% |
| 1Y | +10.5% | -63.8% | +74.3% | +25.0% |
| 3Y | +41.7% | -30.8% | +72.5% | +34.4% |
| 5Y | +18.4% | -34.3% | +52.7% | +5.5% |
| All | +18.4% | -35.4% | +53.9% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling