+2,666.5%
NDAQ vs DOV
+1,317.1%
+1,349.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.6% |
| 7D | +2.9% | -0.7% | +3.6% | +3.2% |
| 30D | +17.5% | +12.3% | +5.2% | +10.1% |
| 3M | +15.4% | +1.2% | +14.3% | +14.3% |
| 6M | +24.6% | -3.1% | +27.7% | +25.0% |
| YTD | +14.4% | +9.4% | +5.0% | +6.2% |
| 1Y | +26.9% | +17.6% | +9.3% | +13.0% |
| 3Y | +119.8% | +66.5% | +53.3% | +57.5% |
| 5Y | +70.5% | +29.0% | +41.5% | +38.2% |
| 10Y | +475.8% | +329.8% | +146.0% | +118.5% |
| All | +2,666.5% | +1,317.1% | +1,349.4% | +494.0% |
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