+1,013.8%
DOV vs WTW
+1,094.8%
-81.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +1.9% | -0.2% |
| 7D | +1.3% | -7.1% | +8.4% | +4.4% |
| 30D | -8.6% | -8.5% | -0.1% | -5.3% |
| 3M | -13.1% | +20.6% | -33.7% | -20.3% |
| 6M | -8.8% | +7.2% | -16.0% | -12.9% |
| YTD | -1.2% | -3.9% | +2.6% | -1.9% |
| 1Y | +10.7% | -3.6% | +14.3% | +9.5% |
| 3Y | +39.3% | +60.7% | -21.4% | +8.5% |
| 5Y | +16.4% | +42.2% | -25.7% | -5.0% |
| 10Y | +302.5% | +195.5% | +107.0% | +138.3% |
| All | +1,013.8% | +1,094.8% | -81.0% | +405.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling