-10.8%
DOW vs DOV
+132.2%
-143.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -4.0% | -3.8% |
| 7D | -2.4% | -2.7% | +0.3% | -0.5% |
| 30D | +0.4% | -8.1% | +8.5% | +6.8% |
| 3M | -14.4% | -9.4% | -5.0% | -9.5% |
| 6M | -7.0% | -12.6% | +5.6% | -0.8% |
| YTD | +30.2% | -0.5% | +30.7% | +24.9% |
| 1Y | +29.2% | +9.2% | +20.0% | +14.6% |
| 3Y | -36.7% | +34.1% | -70.8% | -53.4% |
| 5Y | -37.7% | +17.3% | -55.0% | -50.0% |
| All | -10.8% | +132.2% | -143.0% | -62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling