+11,518.3%
LIN vs DOV
+5,133.9%
+6,384.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.1% | +1.6% |
| 7D | +3.6% | -3.7% | +7.3% | +5.4% |
| 30D | +6.4% | +5.6% | +0.8% | +3.4% |
| 3M | +6.5% | -3.5% | +10.0% | +7.9% |
| 6M | +4.9% | -8.9% | +13.8% | +8.6% |
| YTD | +23.4% | +4.5% | +18.9% | +18.8% |
| 1Y | +26.3% | +13.9% | +12.4% | +16.4% |
| 3Y | +38.0% | +55.9% | -17.9% | +6.1% |
| 5Y | +68.0% | +25.8% | +42.2% | +41.7% |
| 10Y | +437.1% | +348.8% | +88.3% | +137.0% |
| All | +11,518.3% | +5,133.9% | +6,384.4% | +1,876.5% |
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