+53.8%
NDAQ vs DOV
+19.9%
+33.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.3% |
| 7D | -2.6% | +2.5% | -5.1% | -3.6% |
| 30D | +0.5% | -7.5% | +8.0% | +3.7% |
| 3M | +9.9% | -9.7% | +19.6% | +13.8% |
| 6M | +8.2% | -6.1% | +14.3% | +9.4% |
| YTD | -1.5% | +0.5% | -2.0% | -4.1% |
| 1Y | +1.3% | +10.5% | -9.2% | -6.1% |
| 3Y | +92.6% | +41.7% | +50.9% | +54.4% |
| 5Y | +53.8% | +18.4% | +35.4% | +34.1% |
| All | +53.8% | +19.9% | +33.9% | +34.1% |
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