+1,587.5%
LITE vs DOV
+333.6%
+1,254.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.4% |
| 7D | -13.9% | -0.7% | -13.2% | -12.6% |
| 30D | -46.9% | +12.3% | -59.2% | -51.3% |
| 3M | -28.0% | +1.2% | -29.2% | -28.4% |
| 6M | -35.2% | -3.1% | -32.1% | -33.9% |
| YTD | +58.9% | +9.4% | +49.5% | +47.8% |
| 1Y | +125.3% | +17.6% | +107.7% | +98.7% |
| 3Y | +1,344.4% | +66.5% | +1,277.9% | +942.2% |
| 5Y | +541.2% | +29.0% | +512.1% | +440.4% |
| 10Y | +1,587.5% | +329.8% | +1,257.7% | +746.6% |
| All | +1,587.5% | +333.6% | +1,254.0% | +746.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling