+155.0%
DPZ vs DOV
+284.4%
-129.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.7% | -2.0% |
| 7D | -2.5% | -2.7% | +0.1% | -1.8% |
| 30D | -7.0% | -8.1% | +1.1% | -4.8% |
| 3M | +11.6% | -9.4% | +21.0% | +14.2% |
| 6M | -15.2% | -12.6% | -2.6% | -12.5% |
| YTD | -17.2% | -0.5% | -16.8% | -18.1% |
| 1Y | -24.8% | +9.2% | -34.1% | -27.8% |
| 3Y | -8.7% | +34.1% | -42.8% | -17.7% |
| 5Y | -28.9% | +17.3% | -46.2% | -34.8% |
| All | +155.0% | +284.4% | -129.4% | +81.0% |
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