-43.9%
FLUT vs DOV
+42.3%
-86.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.2% |
| 7D | +3.8% | +2.5% | +1.3% | +2.7% |
| 30D | +6.3% | -7.5% | +13.8% | +9.8% |
| 3M | -4.0% | -9.7% | +5.6% | -0.9% |
| 6M | -10.3% | -6.1% | -4.2% | -10.0% |
| YTD | -53.2% | +0.5% | -53.7% | -55.4% |
| 1Y | -65.0% | +10.5% | -75.6% | -68.7% |
| 3Y | -43.9% | +41.7% | -85.6% | -60.1% |
| All | -43.9% | +42.3% | -86.2% | -60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling