+90.0%
FTI vs DOV
+8.6%
+81.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.7% |
| 7D | -4.4% | -2.0% | -2.4% | -3.8% |
| 30D | +1.5% | -8.9% | +10.4% | +4.4% |
| 3M | +8.2% | -13.3% | +21.5% | +13.3% |
| 6M | +18.8% | -9.7% | +28.5% | +21.3% |
| YTD | +71.7% | -2.5% | +74.1% | +66.6% |
| 1Y | +90.0% | +7.2% | +82.8% | +66.4% |
| All | +90.0% | +8.6% | +81.4% | +66.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling