-27.5%
DPZ vs DOV
+25.3%
-52.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.4% |
| 7D | +6.6% | -1.9% | +8.4% | +7.2% |
| 30D | +10.3% | +8.3% | +2.0% | +7.0% |
| 3M | -6.2% | -3.1% | -3.1% | -5.3% |
| 6M | +4.2% | -9.8% | +14.1% | +7.4% |
| YTD | -18.4% | +5.2% | -23.6% | -21.7% |
| 1Y | -14.9% | +15.3% | -30.3% | -21.6% |
| 3Y | -4.6% | +58.8% | -63.4% | -25.1% |
| All | -27.5% | +25.3% | -52.8% | -37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling