+25.9%
LUV vs DOV
+8.6%
+17.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.9% |
| 7D | -1.0% | -2.0% | +1.0% | +0.1% |
| 30D | -12.4% | -8.9% | -3.5% | -7.5% |
| 3M | -11.0% | -13.3% | +2.3% | -3.7% |
| 6M | -5.0% | -9.7% | +4.7% | +0.3% |
| YTD | -3.8% | -2.5% | -1.3% | +1.3% |
| 1Y | +25.9% | +7.2% | +18.7% | +38.5% |
| All | +25.9% | +8.6% | +17.3% | +38.5% |
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