+163.0%
LITE vs DOV
+15.9%
+147.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.7% |
| 7D | +10.8% | +3.0% | +7.8% | +8.3% |
| 30D | -33.4% | +8.6% | -42.0% | -37.1% |
| 3M | -32.2% | +1.9% | -34.1% | -32.6% |
| 6M | -42.1% | -1.7% | -40.4% | -41.1% |
| YTD | +61.9% | +8.3% | +53.5% | +59.4% |
| 1Y | +163.0% | +16.6% | +146.4% | +151.8% |
| All | +163.0% | +15.9% | +147.1% | +151.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling