-71.6%
FLNC vs DOV
+21.0%
-92.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +1.6% |
| 7D | -4.1% | -2.0% | -2.1% | -1.8% |
| 30D | -24.8% | -8.9% | -15.9% | -17.1% |
| 3M | -59.1% | -13.3% | -45.8% | -52.6% |
| 6M | -42.0% | -9.7% | -32.3% | -37.0% |
| YTD | -49.8% | -2.5% | -47.3% | -50.2% |
| 1Y | +43.1% | +7.2% | +35.8% | +26.4% |
| 3Y | -61.0% | +39.4% | -100.4% | -75.9% |
| All | -71.6% | +21.0% | -92.6% | -76.1% |
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 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