+222.1%
LNG vs DOV
+14.8%
+207.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | -4.7% | -2.0% | -2.7% | -4.3% |
| 30D | +3.8% | -8.9% | +12.7% | +6.0% |
| 3M | +16.2% | -13.3% | +29.4% | +19.6% |
| 6M | +11.7% | -9.7% | +21.4% | +13.2% |
| YTD | +44.2% | -2.5% | +46.7% | +42.5% |
| 1Y | +18.6% | +7.2% | +11.3% | +13.3% |
| 3Y | +77.4% | +39.4% | +38.0% | +52.7% |
| All | +222.1% | +14.8% | +207.3% | +185.6% |
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 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