+25.0%
FLEX vs DOV
+21.2%
+3.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.4% | -11.9% | -11.9% |
| 7D | -17.0% | +2.2% | -19.2% | -18.9% |
| 30D | -33.8% | +11.2% | -45.0% | -40.3% |
| 3M | -39.0% | +1.6% | -40.6% | -39.9% |
| 6M | -15.9% | -3.2% | -12.7% | -12.6% |
| YTD | +27.8% | +9.7% | +18.1% | +20.6% |
| 1Y | +25.0% | +20.5% | +4.4% | +4.8% |
| All | +25.0% | +21.2% | +3.8% | +4.8% |
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 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