+17.3%
DOV vs WY
-20.2%
+37.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | +1.3% | -1.7% | +3.0% | +2.2% |
| 30D | -8.6% | -9.9% | +1.2% | -3.8% |
| 3M | -13.1% | -7.5% | -5.6% | -10.1% |
| 6M | -8.8% | -5.1% | -3.7% | -7.1% |
| YTD | -1.2% | -2.1% | +0.9% | -1.4% |
| 1Y | +10.7% | -7.3% | +18.1% | +13.5% |
| 3Y | +39.3% | -22.6% | +61.9% | +54.0% |
| All | +17.3% | -20.2% | +37.5% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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