+5,221.5%
O vs DOV
+3,720.5%
+1,501.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.8% |
| 7D | -0.4% | +3.0% | -3.4% | -1.5% |
| 30D | +7.1% | +8.6% | -1.5% | +3.6% |
| 3M | -5.2% | +1.9% | -7.1% | -6.2% |
| 6M | -1.8% | -1.7% | -0.1% | -2.0% |
| YTD | +9.1% | +8.3% | +0.7% | +4.3% |
| 1Y | +9.7% | +16.6% | -6.9% | +1.8% |
| 3Y | +39.1% | +65.1% | -26.0% | +9.5% |
| 5Y | +8.4% | +29.2% | -20.8% | -7.5% |
| 10Y | +80.2% | +329.7% | -249.5% | -4.0% |
| All | +5,221.5% | +3,720.5% | +1,501.0% | +1,498.4% |
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 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