+1,675.5%
FLUT vs DOV
+1,778.1%
-102.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | -1.5% | -0.7% | -0.7% | -1.4% |
| 30D | +3.4% | +12.3% | -8.8% | +1.7% |
| 3M | -12.5% | +1.2% | -13.6% | -12.7% |
| 6M | -18.5% | -3.1% | -15.4% | -18.4% |
| YTD | -61.6% | +9.4% | -71.0% | -62.4% |
| 1Y | -64.1% | +17.6% | -81.7% | -65.1% |
| 3Y | -44.5% | +66.5% | -111.0% | -48.2% |
| 5Y | -51.3% | +29.0% | -80.3% | -53.6% |
| 10Y | -25.6% | +329.8% | -355.4% | -35.7% |
| All | +1,675.5% | +1,778.1% | -102.5% | +1,292.6% |
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