-83.6%
FIG vs DOV
+18.5%
-102.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.9% |
| 7D | -14.3% | -0.1% | -14.2% | -14.6% |
| 30D | -13.6% | +11.3% | -24.9% | -10.8% |
| 3M | -23.7% | +2.2% | -25.9% | -23.5% |
| 6M | -5.4% | -2.9% | -2.5% | -6.5% |
| YTD | -49.2% | +9.6% | -58.8% | -49.7% |
| 1Y | -57.4% | +16.7% | -74.0% | -57.7% |
| All | -83.6% | +18.5% | -102.1% | -83.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling