+87.8%
DT vs DOV
+139.9%
-52.1%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.3% |
| 7D | +3.1% | +3.0% | +0.1% | +1.5% |
| 30D | -29.5% | +8.6% | -38.1% | -32.6% |
| 3M | -11.7% | +1.9% | -13.6% | -12.8% |
| 6M | +29.0% | -1.7% | +30.7% | +28.4% |
| YTD | +3.4% | +8.3% | -5.0% | -4.4% |
| 1Y | -4.2% | +16.6% | -20.8% | -15.4% |
| 3Y | -12.8% | +65.1% | -78.0% | -39.4% |
| 5Y | -39.6% | +29.2% | -68.8% | -51.8% |
| All | +87.8% | +139.9% | -52.1% | -3.0% |
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 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