+7,917.6%
FLEX vs DOV
+2,985.7%
+4,932.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.8% |
| 7D | -0.9% | -2.7% | +1.8% | +1.2% |
| 30D | -10.1% | -8.1% | -2.1% | -4.0% |
| 3M | -31.3% | -9.4% | -21.9% | -25.8% |
| 6M | +71.3% | -12.6% | +83.9% | +91.7% |
| YTD | +81.2% | -0.5% | +81.7% | +82.1% |
| 1Y | +98.5% | +9.2% | +89.2% | +84.7% |
| 3Y | +428.2% | +34.1% | +394.1% | +320.8% |
| 5Y | +657.3% | +17.3% | +640.0% | +556.7% |
| 10Y | +995.9% | +284.9% | +711.0% | +268.6% |
| All | +7,917.6% | +2,985.7% | +4,932.0% | +701.5% |
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