+107.3%
META vs DOV
+34.2%
+73.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | 0.0% | +0.7% |
| 7D | +6.7% | -2.7% | +9.4% | +7.7% |
| 30D | +4.8% | -8.1% | +12.8% | +8.0% |
| 3M | -1.6% | -9.4% | +7.8% | +1.4% |
| 6M | -7.5% | -12.6% | +5.1% | -3.6% |
| YTD | -6.4% | -0.5% | -5.9% | -8.4% |
| 1Y | -17.3% | +9.2% | -26.6% | -22.9% |
| All | +107.3% | +34.2% | +73.1% | +78.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling