+7,843.3%
FIX vs DOV
+1,512.7%
+6,330.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.6% | +4.8% | +5.1% |
| 7D | -17.5% | -1.9% | -15.6% | -16.4% |
| 30D | -41.6% | +8.3% | -49.8% | -44.3% |
| 3M | -40.6% | -3.1% | -37.5% | -39.4% |
| 6M | -49.4% | -9.8% | -39.6% | -46.0% |
| YTD | +9.2% | +5.2% | +4.0% | +6.5% |
| 1Y | +6.5% | +15.3% | -8.9% | -1.7% |
| 3Y | +448.7% | +58.8% | +390.0% | +324.3% |
| 5Y | +948.7% | +26.6% | +922.2% | +820.7% |
| 10Y | +3,659.7% | +351.6% | +3,308.1% | +1,571.4% |
| All | +7,843.3% | +1,512.7% | +6,330.6% | +1,759.3% |
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