+1,060.6%
FLEX vs DOV
+294.8%
+765.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.4% | +3.6% |
| 7D | +7.0% | +2.5% | +4.4% | +4.9% |
| 30D | -5.8% | -7.5% | +1.7% | +0.3% |
| 3M | -24.2% | -9.7% | -14.5% | -17.7% |
| 6M | +90.8% | -6.1% | +96.9% | +102.2% |
| YTD | +89.2% | +0.5% | +88.7% | +88.9% |
| 1Y | +104.7% | +10.5% | +94.2% | +88.8% |
| 3Y | +478.1% | +41.7% | +436.4% | +342.1% |
| 5Y | +726.2% | +18.4% | +707.8% | +609.7% |
| 10Y | +1,060.6% | +289.8% | +770.8% | +421.9% |
| All | +1,060.6% | +294.8% | +765.8% | +421.9% |
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