+3,221.6%
DOV vs WWD
+15,408.5%
-12,187.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.1% | +0.6% |
| 7D | -2.7% | +1.3% | -4.0% | -3.1% |
| 30D | -8.1% | -7.2% | -0.9% | -5.7% |
| 3M | -9.4% | -3.8% | -5.6% | -8.8% |
| 6M | -12.6% | -9.9% | -2.7% | -10.2% |
| YTD | -0.5% | +14.8% | -15.3% | -6.6% |
| 1Y | +9.2% | +42.1% | -32.8% | -5.6% |
| 3Y | +34.1% | +170.8% | -136.7% | -9.7% |
| 5Y | +17.3% | +197.5% | -180.3% | -25.0% |
| 10Y | +284.9% | +477.8% | -192.9% | +87.1% |
| All | +3,221.6% | +15,408.5% | -12,187.0% | +768.2% |
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