+365.6%
NDAQ vs DOV
+296.6%
+69.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.4% |
| 7D | -6.8% | -1.9% | -4.9% | -6.0% |
| 30D | -3.2% | -9.9% | +6.7% | +1.4% |
| 3M | +6.5% | -12.1% | +18.6% | +12.1% |
| 6M | +5.7% | -10.4% | +16.2% | +9.6% |
| YTD | -4.6% | -3.3% | -1.3% | -5.2% |
| 1Y | -1.6% | +7.8% | -9.3% | -7.5% |
| 3Y | +86.4% | +36.3% | +50.1% | +53.6% |
| 5Y | +50.3% | +14.8% | +35.5% | +32.4% |
| All | +365.6% | +296.6% | +69.0% | +150.8% |
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