+289.3%
FN vs DOV
+17.7%
+271.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.4% |
| 7D | -1.7% | -2.7% | +1.0% | +0.5% |
| 30D | -22.0% | -8.1% | -13.9% | -16.2% |
| 3M | -43.0% | -9.4% | -33.6% | -38.5% |
| 6M | -27.7% | -12.6% | -15.1% | -19.4% |
| YTD | -10.5% | -0.5% | -10.0% | -11.1% |
| 1Y | +12.5% | +9.2% | +3.2% | +3.3% |
| 3Y | +153.8% | +34.1% | +119.7% | +101.2% |
| All | +289.3% | +17.7% | +271.6% | +221.0% |
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