+336.0%
IR vs DOV
+278.3%
+57.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | +2.5% | +3.0% | -0.5% | 0.0% |
| 30D | +9.2% | +8.6% | +0.6% | +1.7% |
| 3M | +0.9% | +1.9% | -0.9% | -0.7% |
| 6M | +19.2% | -1.7% | +20.9% | +20.2% |
| YTD | +7.5% | +8.3% | -0.9% | 0.0% |
| 1Y | +11.7% | +16.6% | -4.8% | -2.2% |
| 3Y | +23.9% | +65.1% | -41.2% | -20.1% |
| 5Y | +46.4% | +29.2% | +17.2% | +15.6% |
| All | +336.0% | +278.3% | +57.6% | +40.4% |
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 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