+50.9%
O vs DOV
+296.6%
-245.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | 0.0% |
| 7D | -3.5% | -1.9% | -1.6% | -2.7% |
| 30D | -3.3% | -9.9% | +6.5% | +1.0% |
| 3M | -2.8% | -12.1% | +9.3% | +2.0% |
| 6M | -5.8% | -10.4% | +4.7% | -2.3% |
| YTD | +9.4% | -3.3% | +12.7% | +9.3% |
| 1Y | +5.7% | +7.8% | -2.1% | +0.1% |
| 3Y | +27.2% | +36.3% | -9.1% | +3.3% |
| 5Y | +17.2% | +14.8% | +2.4% | +1.8% |
| All | +50.9% | +296.6% | -245.7% | -7.9% |
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