+725.7%
FLEX vs DOV
+16.3%
+709.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | 0.0% |
| 7D | +6.4% | +1.3% | +5.0% | +5.2% |
| 30D | -5.9% | -8.6% | +2.8% | +1.4% |
| 3M | -23.5% | -13.1% | -10.3% | -14.0% |
| 6M | +83.7% | -8.8% | +92.5% | +99.8% |
| YTD | +86.5% | -1.2% | +87.7% | +89.3% |
| 1Y | +100.5% | +10.7% | +89.8% | +85.1% |
| 3Y | +469.8% | +39.3% | +430.6% | +348.4% |
| 5Y | +725.7% | +16.4% | +709.2% | +582.2% |
| All | +725.7% | +16.3% | +709.3% | +582.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling