+509.1%
FAST vs DOV
+289.1%
+220.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.2% |
| 7D | -0.4% | -2.7% | +2.3% | +1.2% |
| 30D | -0.8% | -8.1% | +7.3% | +4.1% |
| 3M | +5.8% | -9.4% | +15.2% | +11.1% |
| 6M | +8.0% | -12.6% | +20.6% | +15.5% |
| YTD | +25.6% | -0.5% | +26.1% | +24.7% |
| 1Y | +0.8% | +9.2% | -8.4% | -5.6% |
| 3Y | +86.1% | +34.1% | +52.0% | +51.1% |
| 5Y | +100.2% | +17.3% | +83.0% | +73.2% |
| All | +509.1% | +289.1% | +220.0% | +162.7% |
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