+18.4%
DOV vs WWD
+192.1%
-173.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.8% |
| 7D | +2.5% | +0.8% | +1.7% | +2.2% |
| 30D | -7.5% | -6.4% | -1.1% | -5.1% |
| 3M | -9.7% | -5.6% | -4.1% | -8.5% |
| 6M | -6.1% | -9.1% | +3.0% | -3.7% |
| YTD | +0.5% | +12.5% | -12.0% | -6.3% |
| 1Y | +10.5% | +41.3% | -30.8% | -7.2% |
| 3Y | +41.7% | +170.2% | -128.5% | -12.6% |
| 5Y | +18.4% | +192.5% | -174.0% | -32.4% |
| All | +18.4% | +192.1% | -173.7% | -32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling