+105.3%
FAST vs DOV
+25.3%
+80.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | -0.2% |
| 7D | +2.1% | -1.9% | +4.0% | +3.0% |
| 30D | +6.9% | +8.3% | -1.4% | +2.2% |
| 3M | +4.8% | -3.1% | +7.9% | +6.3% |
| 6M | +19.8% | -9.8% | +29.6% | +25.6% |
| YTD | +34.9% | +5.2% | +29.7% | +29.5% |
| 1Y | +32.8% | +15.3% | +17.5% | +21.1% |
| 3Y | +93.7% | +58.8% | +35.0% | +42.4% |
| All | +105.3% | +25.3% | +80.0% | +69.5% |
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