+288.7%
DOV vs WWD
+490.2%
-201.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.7% | -1.4% |
| 7D | -1.9% | -2.9% | +0.9% | -0.6% |
| 30D | -9.9% | -6.6% | -3.3% | -7.2% |
| 3M | -12.1% | -9.3% | -2.8% | -9.0% |
| 6M | -10.4% | -13.6% | +3.2% | -5.7% |
| YTD | -3.3% | +10.4% | -13.7% | -9.7% |
| 1Y | +7.8% | +39.9% | -32.1% | -10.8% |
| 3Y | +36.3% | +165.0% | -128.7% | -19.3% |
| 5Y | +14.8% | +183.8% | -169.0% | -36.2% |
| All | +288.7% | +490.2% | -201.5% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling