+5,794.8%
DOV vs WY
+655.2%
+5,139.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -2.0% | -4.2% | +2.2% | -0.2% |
| 30D | -8.9% | -10.1% | +1.2% | -4.7% |
| 3M | -13.3% | -8.5% | -4.8% | -10.3% |
| 6M | -9.7% | -3.3% | -6.3% | -8.8% |
| YTD | -2.5% | -4.4% | +1.9% | -1.4% |
| 1Y | +7.2% | -11.5% | +18.7% | +11.8% |
| 3Y | +39.4% | -24.3% | +63.7% | +53.8% |
| 5Y | +15.8% | -21.3% | +37.2% | +24.5% |
| 10Y | +297.5% | +7.0% | +290.5% | +250.6% |
| All | +5,794.8% | +655.2% | +5,139.6% | +2,609.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling