-55.8%
FIG vs DOV
+11.5%
-67.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.3% | -4.1% |
| 7D | -16.3% | -2.7% | -13.6% | -16.9% |
| 30D | -14.3% | -8.1% | -6.2% | -16.2% |
| 3M | +7.2% | -9.4% | +16.6% | +3.9% |
| 6M | -18.6% | -12.6% | -6.0% | -21.4% |
| YTD | -35.5% | -0.5% | -35.0% | -39.8% |
| 1Y | -55.8% | +9.2% | -65.0% | -55.3% |
| All | -55.8% | +11.5% | -67.3% | -55.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling