+444.1%
META vs DOV
+332.5%
+111.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +3.3% | -0.7% | +4.0% | +3.7% |
| 30D | -10.8% | +12.3% | -23.0% | -15.7% |
| 3M | +7.9% | +1.2% | +6.7% | +7.0% |
| 6M | +5.4% | -3.1% | +8.5% | +5.9% |
| YTD | -2.6% | +9.4% | -12.0% | -8.8% |
| 1Y | +1.9% | +17.6% | -15.7% | -8.3% |
| 3Y | +97.0% | +66.5% | +30.4% | +44.6% |
| 5Y | +97.6% | +29.0% | +68.6% | +63.9% |
| All | +444.1% | +332.5% | +111.5% | +206.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling