+1,670.7%
LITE vs DOV
+333.4%
+1,337.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.2% | +10.5% | +10.5% |
| 7D | +3.4% | -0.1% | +3.5% | +4.4% |
| 30D | -34.9% | +11.3% | -46.2% | -39.8% |
| 3M | -21.0% | +2.2% | -23.2% | -22.1% |
| 6M | -38.5% | -2.9% | -35.5% | -37.3% |
| YTD | +75.8% | +9.6% | +66.2% | +63.3% |
| 1Y | +156.7% | +16.7% | +140.0% | +127.8% |
| 3Y | +1,498.6% | +66.9% | +1,431.7% | +1,051.1% |
| 5Y | +610.9% | +32.0% | +578.9% | +490.4% |
| 10Y | +1,670.7% | +334.8% | +1,335.9% | +779.5% |
| All | +1,670.7% | +333.4% | +1,337.2% | +779.5% |
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 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