+489.4%
NDAQ vs DOV
+324.7%
+164.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.3% |
| 7D | +1.7% | +3.4% | -1.7% | +0.1% |
| 30D | +16.2% | +8.8% | +7.4% | +11.6% |
| 3M | +14.0% | +0.9% | +13.0% | +13.2% |
| 6M | +22.3% | -2.8% | +25.1% | +22.5% |
| YTD | +13.0% | +8.1% | +4.9% | +6.5% |
| 1Y | +24.0% | +15.2% | +8.8% | +13.2% |
| 3Y | +117.1% | +64.5% | +52.5% | +62.9% |
| 5Y | +67.5% | +28.9% | +38.7% | +39.5% |
| All | +489.4% | +324.7% | +164.8% | +208.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling