+353.6%
DRI vs DOV
+286.8%
+66.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.5% |
| 7D | -4.8% | +1.3% | -6.2% | -5.7% |
| 30D | -3.9% | -8.6% | +4.7% | +1.9% |
| 3M | +5.1% | -13.1% | +18.2% | +14.3% |
| 6M | +5.5% | -8.8% | +14.3% | +10.4% |
| YTD | +16.5% | -1.2% | +17.7% | +14.8% |
| 1Y | +2.0% | +10.7% | -8.7% | -7.8% |
| 3Y | +54.5% | +39.3% | +15.2% | +13.7% |
| 5Y | +66.6% | +16.4% | +50.2% | +36.4% |
| 10Y | +353.6% | +302.5% | +51.1% | +87.2% |
| All | +353.6% | +286.8% | +66.8% | +87.2% |
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