-52.0%
FIS vs DOV
+333.4%
-385.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.6% |
| 7D | +1.5% | -0.1% | +1.6% | +1.4% |
| 30D | -11.8% | +11.3% | -23.1% | -16.5% |
| 3M | -28.5% | +2.2% | -30.7% | -29.5% |
| 6M | -27.0% | -2.9% | -24.1% | -26.9% |
| YTD | -53.1% | +9.6% | -62.7% | -56.4% |
| 1Y | -52.8% | +16.7% | -69.4% | -57.6% |
| 3Y | -37.5% | +66.9% | -104.4% | -55.6% |
| 5Y | -71.1% | +32.0% | -103.1% | -76.9% |
| 10Y | -52.0% | +334.8% | -386.8% | -74.8% |
| All | -52.0% | +333.4% | -385.4% | -74.8% |
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