+86.4%
META vs DOV
+29.1%
+57.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | +5.2% | +3.0% | +2.2% | +3.4% |
| 30D | -13.0% | +8.6% | -21.6% | -17.2% |
| 3M | +7.9% | +1.9% | +6.1% | +6.5% |
| 6M | +4.2% | -1.7% | +5.9% | +3.9% |
| YTD | -2.5% | +8.3% | -10.9% | -10.3% |
| 1Y | +5.6% | +16.6% | -11.0% | -7.9% |
| 3Y | +96.8% | +65.1% | +31.7% | +21.9% |
| All | +86.4% | +29.1% | +57.3% | +53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling