+65.9%
LIN vs DOV
+28.5%
+37.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.9% |
| 3M | +6.3% | +1.2% | +5.1% | +5.5% |
| 6M | +6.5% | -3.1% | +9.6% | +7.1% |
| YTD | +23.6% | +9.4% | +14.2% | +17.3% |
| 1Y | +25.7% | +17.6% | +8.1% | +15.4% |
| 3Y | +35.6% | +66.5% | -30.9% | +0.4% |
| 5Y | +65.9% | +29.0% | +36.8% | +35.7% |
| All | +65.9% | +28.5% | +37.3% | +35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling