-10.2%
DOW vs DOV
+125.6%
-135.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +2.4% |
| 7D | -2.4% | -1.9% | -0.4% | -1.0% |
| 30D | -4.1% | -9.9% | +5.8% | +3.6% |
| 3M | -12.4% | -12.1% | -0.3% | -5.0% |
| 6M | -10.6% | -10.4% | -0.2% | -6.8% |
| YTD | +31.1% | -3.3% | +34.4% | +28.5% |
| 1Y | +30.5% | +7.8% | +22.7% | +16.9% |
| 3Y | -34.4% | +36.3% | -70.7% | -52.5% |
| 5Y | -35.5% | +14.8% | -50.3% | -47.4% |
| All | -10.2% | +125.6% | -135.8% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling