+92.4%
FOXA vs DOV
+131.5%
-39.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.7% |
| 7D | +0.8% | -2.0% | +2.8% | +1.8% |
| 30D | +5.0% | -8.9% | +13.9% | +10.1% |
| 3M | -3.0% | -13.3% | +10.2% | +3.3% |
| 6M | +14.8% | -9.7% | +24.4% | +18.7% |
| YTD | -8.9% | -2.5% | -6.5% | -10.3% |
| 1Y | +13.3% | +7.2% | +6.1% | +5.2% |
| 3Y | +115.4% | +39.4% | +76.0% | +66.8% |
| 5Y | +95.3% | +15.8% | +79.4% | +65.4% |
| All | +92.4% | +131.5% | -39.1% | -2.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling