+63.3%
LIN vs DOV
+25.3%
+38.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.8% | -1.4% |
| 7D | +0.2% | -1.9% | +2.1% | +0.8% |
| 30D | +6.5% | +8.3% | -1.8% | +3.0% |
| 3M | +5.5% | -3.1% | +8.5% | +6.5% |
| 6M | +3.3% | -9.8% | +13.1% | +7.0% |
| YTD | +22.0% | +5.2% | +16.8% | +17.6% |
| 1Y | +25.7% | +15.3% | +10.4% | +16.2% |
| 3Y | +36.2% | +58.8% | -22.5% | +2.9% |
| All | +63.3% | +25.3% | +38.1% | +35.4% |
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