+145.0%
DPZ vs DOV
+325.7%
-180.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.5% |
| 7D | +2.2% | +3.0% | -0.8% | +1.3% |
| 30D | +15.5% | +8.6% | +6.9% | +12.6% |
| 3M | -2.0% | +1.9% | -3.9% | -2.7% |
| 6M | +12.1% | -1.7% | +13.8% | +11.9% |
| YTD | -16.6% | +8.3% | -24.9% | -19.6% |
| 1Y | -14.6% | +16.6% | -31.1% | -19.5% |
| 3Y | -4.1% | +65.1% | -69.3% | -18.9% |
| 5Y | -28.3% | +29.2% | -57.5% | -36.2% |
| All | +145.0% | +325.7% | -180.6% | +67.3% |
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