+118.6%
DVN vs DOV
+14.8%
+103.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | +4.5% | -2.0% | +6.5% | +5.5% |
| 30D | +12.0% | -8.9% | +20.9% | +17.2% |
| 3M | +13.4% | -13.3% | +26.7% | +20.9% |
| 6M | +12.1% | -9.7% | +21.8% | +14.9% |
| YTD | +38.8% | -2.5% | +41.3% | +35.2% |
| 1Y | +46.0% | +7.2% | +38.8% | +33.1% |
| 3Y | +9.5% | +39.4% | -29.9% | -16.9% |
| All | +118.6% | +14.8% | +103.8% | +87.9% |
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