+0.5%
LOW vs DOV
+15.9%
-15.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +1.4% | +3.0% | -1.6% | 0.0% |
| 30D | +21.7% | +8.6% | +13.1% | +16.9% |
| 3M | +5.0% | +1.9% | +3.2% | +4.0% |
| 6M | +4.6% | -1.7% | +6.3% | +4.6% |
| YTD | -3.5% | +8.3% | -11.8% | -7.7% |
| 1Y | +0.5% | +16.6% | -16.0% | -8.1% |
| All | +0.5% | +15.9% | -15.4% | -8.1% |
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