+132.4%
LEN vs DOV
+325.7%
-193.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -5.8% | +3.0% | -8.8% | -7.7% |
| 30D | +13.7% | +8.6% | +5.1% | +7.1% |
| 3M | -3.9% | +1.9% | -5.7% | -5.5% |
| 6M | -0.4% | -1.7% | +1.3% | -0.2% |
| YTD | -16.8% | +8.3% | -25.2% | -22.4% |
| 1Y | -29.5% | +16.6% | -46.0% | -37.5% |
| 3Y | -25.6% | +65.1% | -90.7% | -50.0% |
| 5Y | -13.2% | +29.2% | -42.4% | -31.4% |
| All | +132.4% | +325.7% | -193.3% | +2.1% |
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