+62.8%
META vs DOV
+17.7%
+45.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | 0.0% | +0.4% |
| 7D | +6.7% | -2.7% | +9.4% | +8.4% |
| 30D | +4.8% | -8.1% | +12.8% | +10.1% |
| 3M | -1.6% | -9.4% | +7.8% | +3.3% |
| 6M | -7.5% | -12.6% | +5.1% | -1.2% |
| YTD | -6.4% | -0.5% | -5.9% | -9.1% |
| 1Y | -17.3% | +9.2% | -26.6% | -25.4% |
| 3Y | +109.9% | +34.1% | +75.8% | +53.6% |
| All | +62.8% | +17.7% | +45.1% | +33.4% |
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