+53.3%
FLNC vs DOV
+11.5%
+41.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +1.1% |
| 7D | -4.9% | -2.7% | -2.2% | -3.8% |
| 30D | -27.3% | -8.1% | -19.2% | -24.7% |
| 3M | -61.9% | -9.4% | -52.5% | -59.9% |
| 6M | -34.5% | -12.6% | -21.9% | -31.4% |
| YTD | -47.7% | -0.5% | -47.2% | -47.2% |
| 1Y | +53.3% | +9.2% | +44.1% | +55.1% |
| All | +53.3% | +11.5% | +41.8% | +55.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling