+41.2%
DOV vs WSM
+232.0%
-190.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +1.3% | +2.6% | -1.3% | +0.7% |
| 30D | -8.6% | -9.3% | +0.6% | -6.4% |
| 3M | -13.1% | +7.1% | -20.2% | -14.6% |
| 6M | -8.8% | +21.7% | -30.5% | -13.2% |
| YTD | -1.2% | +28.7% | -30.0% | -7.3% |
| 1Y | +10.7% | +13.9% | -3.2% | +6.5% |
| All | +41.2% | +232.0% | -190.8% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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