+495.0%
NDAQ vs DOV
+330.7%
+164.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +16.3% | +11.3% | +5.0% | +10.6% |
| 3M | +15.8% | +2.2% | +13.6% | +14.4% |
| 6M | +24.8% | -2.9% | +27.8% | +25.2% |
| YTD | +14.1% | +9.6% | +4.5% | +6.8% |
| 1Y | +26.5% | +16.7% | +9.9% | +14.8% |
| 3Y | +119.1% | +66.9% | +52.3% | +63.4% |
| 5Y | +70.9% | +32.0% | +38.9% | +40.7% |
| All | +495.0% | +330.7% | +164.3% | +209.8% |
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