+427.9%
LIN vs DOV
+324.7%
+103.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.1% |
| 7D | +0.2% | +3.4% | -3.2% | -1.4% |
| 30D | +6.2% | +8.8% | -2.7% | +1.6% |
| 3M | +9.3% | +0.9% | +8.4% | +8.4% |
| 6M | +4.4% | -2.8% | +7.2% | +4.8% |
| YTD | +23.7% | +8.1% | +15.7% | +16.7% |
| 1Y | +23.5% | +15.2% | +8.2% | +12.5% |
| 3Y | +35.8% | +64.5% | -28.8% | -1.7% |
| 5Y | +65.9% | +28.9% | +37.0% | +35.3% |
| All | +427.9% | +324.7% | +103.2% | +149.8% |
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