+1,497.9%
META vs DOV
+603.0%
+894.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.7% | +0.8% | -1.9% |
| 7D | -3.1% | -3.7% | +0.6% | -1.6% |
| 30D | -18.1% | +5.6% | -23.7% | -20.1% |
| 3M | +2.9% | -3.5% | +6.3% | +4.2% |
| 6M | +0.2% | -8.9% | +9.1% | +3.4% |
| YTD | -8.1% | +4.5% | -12.6% | -11.5% |
| 1Y | -4.5% | +13.9% | -18.4% | -11.6% |
| 3Y | +94.2% | +55.9% | +38.3% | +53.8% |
| 5Y | +79.1% | +25.8% | +53.3% | +55.3% |
| 10Y | +405.9% | +348.8% | +57.1% | +184.9% |
| All | +1,497.9% | +603.0% | +894.9% | +821.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling