+53.9%
F vs DOV
+17.7%
+36.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +0.8% |
| 7D | +5.3% | -2.7% | +8.0% | +7.3% |
| 30D | +4.6% | -8.1% | +12.7% | +10.8% |
| 3M | -3.7% | -9.4% | +5.7% | +2.4% |
| 6M | +16.8% | -12.6% | +29.4% | +26.9% |
| YTD | +15.3% | -0.5% | +15.8% | +13.3% |
| 1Y | +31.0% | +9.2% | +21.8% | +19.0% |
| 3Y | +45.4% | +34.1% | +11.3% | +4.4% |
| All | +53.9% | +17.7% | +36.2% | +21.0% |
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 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