+5,083.9%
LITE vs DOV
+348.6%
+4,735.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +3.3% |
| 7D | -1.5% | -2.7% | +1.1% | +0.3% |
| 30D | +6.7% | -8.1% | +14.7% | +13.2% |
| 3M | -6.8% | -9.4% | +2.7% | -0.4% |
| 6M | +29.4% | -12.6% | +42.1% | +42.0% |
| YTD | +139.1% | -0.5% | +139.6% | +139.2% |
| 1Y | +521.0% | +9.2% | +511.7% | +484.3% |
| 3Y | +1,535.3% | +34.1% | +1,501.2% | +1,309.8% |
| 5Y | +889.8% | +17.3% | +872.6% | +809.8% |
| 10Y | +2,400.7% | +284.9% | +2,115.8% | +1,309.1% |
| All | +5,083.9% | +348.6% | +4,735.3% | +2,545.2% |
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