+39.4%
DOV vs WTW
+61.9%
-22.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -2.0% | -5.7% | +3.7% | -1.2% |
| 30D | -8.9% | -7.3% | -1.6% | -8.0% |
| 3M | -13.3% | +21.5% | -34.7% | -15.6% |
| 6M | -9.7% | +9.6% | -19.3% | -10.6% |
| YTD | -2.5% | -3.3% | +0.8% | -0.9% |
| 1Y | +7.2% | -6.1% | +13.4% | +9.7% |
| 3Y | +39.4% | +61.8% | -22.4% | +33.2% |
| All | +39.4% | +61.9% | -22.5% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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