+3,689.8%
FN vs DOV
+786.3%
+2,903.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.5% |
| 7D | -1.7% | -2.7% | +1.0% | +0.1% |
| 30D | -22.0% | -8.1% | -13.9% | -17.3% |
| 3M | -43.0% | -9.4% | -33.6% | -39.4% |
| 6M | -27.7% | -12.6% | -15.1% | -20.9% |
| YTD | -10.5% | -0.5% | -10.0% | -10.6% |
| 1Y | +12.5% | +9.2% | +3.2% | +5.6% |
| 3Y | +153.8% | +34.1% | +119.7% | +112.1% |
| 5Y | +288.0% | +17.3% | +270.7% | +248.3% |
| 10Y | +906.4% | +284.9% | +621.5% | +313.9% |
| All | +3,689.8% | +786.3% | +2,903.5% | +828.7% |
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