+9.8%
O vs DOV
+15.4%
-5.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | -0.4% | +3.4% | -3.8% | -0.8% |
| 30D | +8.3% | +8.8% | -0.5% | +7.0% |
| 3M | -4.0% | +0.9% | -4.9% | -4.2% |
| 6M | -2.6% | -2.8% | +0.2% | -2.7% |
| YTD | +9.9% | +8.1% | +1.8% | +8.6% |
| 1Y | +9.8% | +15.2% | -5.4% | +7.4% |
| All | +9.8% | +15.4% | -5.6% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling