+5,470.8%
FLEX vs DOV
+3,291.5%
+2,179.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.3% |
| 7D | -13.6% | -0.7% | -12.9% | -12.5% |
| 30D | -36.5% | +12.3% | -48.8% | -41.6% |
| 3M | -36.4% | +1.2% | -37.6% | -36.5% |
| 6M | -46.5% | -3.1% | -43.4% | -44.6% |
| YTD | +25.9% | +9.4% | +16.5% | +18.3% |
| 1Y | +19.6% | +17.6% | +1.9% | +6.2% |
| 3Y | +287.0% | +66.5% | +220.5% | +162.9% |
| 5Y | +466.6% | +29.0% | +437.6% | +360.7% |
| 10Y | +626.9% | +329.8% | +297.1% | +127.9% |
| All | +5,470.8% | +3,291.5% | +2,179.3% | +420.8% |
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 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