+12.1%
O vs DOV
+28.5%
-16.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.2% |
| 7D | +3.5% | -0.7% | +4.3% | +3.7% |
| 30D | +10.4% | +12.3% | -1.9% | +7.1% |
| 3M | -2.4% | +1.2% | -3.6% | -2.9% |
| 6M | -1.2% | -3.1% | +1.9% | -0.9% |
| YTD | +10.4% | +9.4% | +1.0% | +6.8% |
| 1Y | +11.4% | +17.6% | -6.2% | +5.6% |
| 3Y | +40.4% | +66.5% | -26.1% | +13.2% |
| 5Y | +12.1% | +29.0% | -16.9% | -1.9% |
| All | +12.1% | +28.5% | -16.4% | -1.9% |
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 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