+43.5%
F vs DOV
+57.1%
-13.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.4% | -1.0% |
| 7D | +1.6% | -1.9% | +3.4% | +2.4% |
| 30D | +2.6% | +8.3% | -5.6% | -1.4% |
| 3M | -8.8% | -3.1% | -5.8% | -7.6% |
| 6M | +4.6% | -9.8% | +14.4% | +9.5% |
| YTD | -1.9% | +5.2% | -7.1% | -5.5% |
| 1Y | -0.8% | +15.3% | -16.1% | -9.0% |
| 3Y | +43.5% | +58.8% | -15.3% | -10.1% |
| All | +43.5% | +57.1% | -13.7% | -10.1% |
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