-31.8%
LVS vs DOV
+21.2%
-53.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.4% | +6.9% | +6.6% |
| 7D | +13.4% | +2.2% | +11.2% | +12.8% |
| 30D | +12.2% | +11.2% | +1.0% | +9.8% |
| 3M | -10.7% | +1.6% | -12.3% | -11.2% |
| 6M | -19.8% | -3.2% | -16.6% | -19.7% |
| YTD | -35.8% | +9.7% | -45.5% | -39.8% |
| 1Y | -31.8% | +20.5% | -52.3% | -38.6% |
| All | -31.8% | +21.2% | -53.0% | -38.6% |
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 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