+11,385.0%
LIN vs DOV
+5,167.3%
+6,217.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.8% | -1.5% |
| 7D | +0.2% | -1.9% | +2.1% | +1.0% |
| 30D | +6.5% | +8.3% | -1.8% | +2.2% |
| 3M | +5.5% | -3.1% | +8.5% | +6.7% |
| 6M | +3.3% | -9.8% | +13.1% | +7.5% |
| YTD | +22.0% | +5.2% | +16.8% | +17.0% |
| 1Y | +25.7% | +15.3% | +10.4% | +15.2% |
| 3Y | +36.2% | +58.8% | -22.5% | +3.8% |
| 5Y | +66.1% | +26.6% | +39.5% | +39.7% |
| 10Y | +431.0% | +351.6% | +79.3% | +133.6% |
| All | +11,385.0% | +5,167.3% | +6,217.8% | +1,847.8% |
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 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