+5,387.7%
O vs DOV
+3,409.8%
+1,977.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.2% |
| 7D | -0.7% | -2.7% | +1.9% | +0.3% |
| 30D | -1.9% | -8.1% | +6.2% | +1.3% |
| 3M | +3.8% | -9.4% | +13.2% | +7.3% |
| 6M | -4.7% | -12.6% | +7.9% | -0.6% |
| YTD | +12.5% | -0.5% | +13.0% | +11.4% |
| 1Y | +10.8% | +9.2% | +1.6% | +5.4% |
| 3Y | +28.8% | +34.1% | -5.3% | +10.2% |
| 5Y | +13.2% | +17.3% | -4.1% | +0.5% |
| 10Y | +53.5% | +284.9% | -231.5% | -14.9% |
| All | +5,387.7% | +3,409.8% | +1,977.9% | +1,607.2% |
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