+67.3%
DVN vs DOV
+300.2%
-232.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.3% |
| 7D | +4.5% | -2.0% | +6.5% | +6.0% |
| 30D | +12.0% | -8.9% | +20.9% | +19.9% |
| 3M | +13.4% | -13.3% | +26.7% | +24.6% |
| 6M | +12.1% | -9.7% | +21.8% | +16.4% |
| YTD | +38.8% | -2.5% | +41.3% | +34.4% |
| 1Y | +46.0% | +7.2% | +38.8% | +29.3% |
| 3Y | +9.5% | +39.4% | -29.9% | -25.4% |
| 5Y | +125.3% | +15.8% | +109.4% | +76.1% |
| All | +67.3% | +300.2% | -232.9% | -52.4% |
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