+10,545.1%
LIN vs DOV
+4,883.8%
+5,661.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.4% |
| 7D | -2.1% | -2.7% | +0.5% | -0.9% |
| 30D | -2.4% | -8.1% | +5.7% | +1.5% |
| 3M | -5.6% | -9.4% | +3.8% | -1.6% |
| 6M | -3.4% | -12.6% | +9.2% | +1.9% |
| YTD | +13.1% | -0.5% | +13.6% | +11.7% |
| 1Y | +2.5% | +9.2% | -6.8% | -3.8% |
| 3Y | +27.6% | +34.1% | -6.5% | +5.8% |
| 5Y | +63.0% | +17.3% | +45.8% | +42.5% |
| 10Y | +359.3% | +284.9% | +74.4% | +117.9% |
| All | +10,545.1% | +4,883.8% | +5,661.3% | +1,759.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling