+901.5%
LITE vs DOV
+17.7%
+883.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +3.1% |
| 7D | -1.5% | -2.7% | +1.1% | +1.0% |
| 30D | +6.7% | -8.1% | +14.7% | +15.6% |
| 3M | -6.8% | -9.4% | +2.7% | +1.7% |
| 6M | +29.4% | -12.6% | +42.1% | +46.1% |
| YTD | +139.1% | -0.5% | +139.6% | +137.0% |
| 1Y | +521.0% | +9.2% | +511.7% | +463.3% |
| 3Y | +1,535.3% | +34.1% | +1,501.2% | +1,214.2% |
| All | +901.5% | +17.7% | +883.8% | +755.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling