+24.9%
DOV vs WST
-0.1%
+25.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.2% | +0.3% |
| 7D | -1.9% | -3.1% | +1.2% | -1.3% |
| 30D | +8.3% | +9.1% | -0.8% | +6.6% |
| 3M | -3.1% | +14.7% | -17.7% | -5.5% |
| 6M | -9.8% | +28.0% | -37.8% | -14.0% |
| YTD | +5.2% | +45.6% | -40.5% | -2.5% |
| 1Y | +15.3% | +45.7% | -30.3% | +6.9% |
| 3Y | +58.8% | +21.1% | +37.7% | +43.7% |
| All | +24.9% | -0.1% | +25.0% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling