+2,943.1%
FN vs DOV
+836.7%
+2,106.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.6% | +11.0% | +11.2% |
| 7D | 0.0% | -1.9% | +1.8% | +1.4% |
| 30D | -34.3% | +8.3% | -42.6% | -37.5% |
| 3M | -39.9% | -3.1% | -36.8% | -38.4% |
| 6M | -51.8% | -9.8% | -42.0% | -48.5% |
| YTD | -28.1% | +5.2% | -33.3% | -30.7% |
| 1Y | -29.1% | +15.3% | -44.4% | -35.5% |
| 3Y | +102.4% | +58.8% | +43.7% | +52.2% |
| 5Y | +171.7% | +26.6% | +145.1% | +132.7% |
| 10Y | +773.5% | +351.6% | +421.9% | +225.4% |
| All | +2,943.1% | +836.7% | +2,106.4% | +619.9% |
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