+284.0%
FITB vs DOV
+300.2%
-16.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.2% |
| 7D | -0.3% | -2.0% | +1.7% | +1.3% |
| 30D | -5.7% | -8.9% | +3.2% | +1.7% |
| 3M | +3.2% | -13.3% | +16.4% | +14.8% |
| 6M | +23.4% | -9.7% | +33.1% | +32.0% |
| YTD | +18.8% | -2.5% | +21.2% | +18.6% |
| 1Y | +25.0% | +7.2% | +17.7% | +14.0% |
| 3Y | +131.2% | +39.4% | +91.8% | +63.6% |
| 5Y | +70.7% | +15.8% | +54.8% | +40.6% |
| All | +284.0% | +300.2% | -16.1% | +46.6% |
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