-80.3%
FIG vs DOV
+8.7%
-89.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.0% | -6.6% | -5.3% |
| 7D | -16.4% | +2.5% | -18.9% | -15.6% |
| 30D | -2.3% | -7.5% | +5.2% | -4.8% |
| 3M | +7.8% | -9.7% | +17.5% | +3.8% |
| 6M | -21.8% | -6.1% | -15.8% | -24.5% |
| YTD | -39.1% | +0.5% | -39.6% | -41.2% |
| 1Y | -56.6% | +10.5% | -67.2% | -59.0% |
| All | -80.3% | +8.7% | -89.0% | -81.2% |
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