+14.5%
FIX vs DOV
+18.5%
-4.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.5% | +4.9% | +5.1% |
| 7D | -7.2% | -1.4% | -5.9% | -5.8% |
| 30D | -35.1% | +12.8% | -47.9% | -41.7% |
| 3M | -34.3% | +1.1% | -35.4% | -34.6% |
| 6M | -42.9% | -2.6% | -40.3% | -41.0% |
| YTD | +19.5% | +9.9% | +9.6% | +15.0% |
| All | +14.5% | +18.5% | -4.0% | +4.7% |
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