+81.9%
META vs DOV
+25.3%
+56.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -0.8% | -1.9% | +1.1% | +0.2% |
| 30D | -15.4% | +8.3% | -23.7% | -19.4% |
| 3M | +3.5% | -3.1% | +6.6% | +5.1% |
| 6M | -0.3% | -9.8% | +9.5% | +4.8% |
| YTD | -7.3% | +5.2% | -12.5% | -13.3% |
| 1Y | -1.1% | +15.3% | -16.4% | -13.4% |
| 3Y | +95.1% | +58.8% | +36.3% | +24.0% |
| All | +81.9% | +25.3% | +56.6% | +52.0% |
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