+416.7%
FLEX vs DOV
+25.3%
+391.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +3.9% | +4.0% |
| 7D | -19.3% | -1.9% | -17.4% | -17.8% |
| 30D | -41.5% | +8.3% | -49.8% | -45.0% |
| 3M | -43.1% | -3.1% | -40.0% | -41.3% |
| 6M | -48.2% | -9.8% | -38.4% | -43.2% |
| YTD | +15.5% | +5.2% | +10.3% | +11.8% |
| 1Y | +10.2% | +15.3% | -5.1% | -0.9% |
| 3Y | +256.8% | +58.8% | +198.1% | +153.9% |
| All | +416.7% | +25.3% | +391.5% | +299.0% |
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