+9.0%
DVN vs DOV
+35.8%
-26.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +3.0% |
| 7D | +2.5% | -1.9% | +4.5% | +3.3% |
| 30D | +10.2% | -9.9% | +20.1% | +14.8% |
| 3M | +8.1% | -12.1% | +20.2% | +13.1% |
| 6M | +15.9% | -10.4% | +26.3% | +18.3% |
| YTD | +38.2% | -3.3% | +41.6% | +34.1% |
| 1Y | +44.5% | +7.8% | +36.7% | +30.0% |
| All | +9.0% | +35.8% | -26.8% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling