+412.1%
LIN vs DOV
+333.6%
+78.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.5% |
| 7D | +2.0% | -0.7% | +2.7% | +2.2% |
| 30D | +7.9% | +12.3% | -4.4% | +1.6% |
| 3M | +6.3% | +1.2% | +5.1% | +5.3% |
| 6M | +6.5% | -3.1% | +9.6% | +7.0% |
| YTD | +23.6% | +9.4% | +14.2% | +15.9% |
| 1Y | +25.7% | +17.6% | +8.1% | +13.4% |
| 3Y | +35.6% | +66.5% | -30.9% | -2.4% |
| 5Y | +65.9% | +29.0% | +36.8% | +35.3% |
| 10Y | +412.1% | +329.8% | +82.3% | +138.9% |
| All | +412.1% | +333.6% | +78.5% | +138.9% |
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