+32.5%
JD vs DOV
+333.6%
-301.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | 0.0% |
| 7D | +5.2% | -0.7% | +5.9% | +5.3% |
| 30D | +4.5% | +12.3% | -7.8% | -1.3% |
| 3M | -15.4% | +1.2% | -16.6% | -16.3% |
| 6M | -6.0% | -3.1% | -3.0% | -5.9% |
| YTD | +2.2% | +9.4% | -7.2% | -4.4% |
| 1Y | -6.7% | +17.6% | -24.3% | -15.9% |
| 3Y | +20.5% | +66.5% | -46.0% | -9.3% |
| 5Y | -58.4% | +29.0% | -87.5% | -65.1% |
| 10Y | +32.5% | +329.8% | -297.3% | -28.3% |
| All | +32.5% | +333.6% | -301.1% | -28.3% |
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