+3,515.5%
DOV vs WWD
+14,675.7%
-11,160.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | +3.0% | +4.0% | -1.0% | +1.6% |
| 30D | +8.6% | +0.4% | +8.2% | +8.3% |
| 3M | +1.9% | -7.9% | +9.8% | +4.6% |
| 6M | -1.7% | -10.6% | +9.0% | +1.3% |
| YTD | +8.3% | +9.4% | -1.1% | +3.1% |
| 1Y | +16.6% | +25.7% | -9.2% | +5.1% |
| 3Y | +65.1% | +148.5% | -83.4% | +14.4% |
| 5Y | +29.2% | +189.5% | -160.3% | -16.6% |
| 10Y | +329.7% | +451.8% | -122.1% | +111.8% |
| All | +3,515.5% | +14,675.7% | -11,160.2% | +859.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling