+58.8%
DOV vs WST
+19.1%
+39.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.2% | +0.4% |
| 7D | -1.9% | -3.1% | +1.2% | -1.5% |
| 30D | +8.3% | +9.1% | -0.8% | +7.2% |
| 3M | -3.1% | +14.7% | -17.7% | -4.5% |
| 6M | -9.8% | +28.0% | -37.8% | -12.4% |
| YTD | +5.2% | +45.6% | -40.5% | +0.4% |
| 1Y | +15.3% | +45.7% | -30.3% | +10.0% |
| 3Y | +58.8% | +21.1% | +37.7% | +43.3% |
| All | +58.8% | +19.1% | +39.7% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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