+12,471.5%
FIX vs DOV
+1,426.0%
+11,045.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.3% |
| 7D | +6.0% | -2.7% | +8.7% | +7.7% |
| 30D | -7.2% | -8.1% | +0.8% | -2.3% |
| 3M | -15.9% | -9.4% | -6.4% | -10.6% |
| 6M | +12.7% | -12.6% | +25.4% | +23.2% |
| YTD | +72.8% | -0.5% | +73.3% | +74.2% |
| 1Y | +122.9% | +9.2% | +113.6% | +111.8% |
| 3Y | +774.3% | +34.1% | +740.2% | +645.2% |
| 5Y | +2,049.5% | +17.3% | +2,032.2% | +1,874.4% |
| 10Y | +5,821.5% | +284.9% | +5,536.5% | +2,754.6% |
| All | +12,471.5% | +1,426.0% | +11,045.5% | +2,939.8% |
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 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