+5,286.6%
O vs DOV
+3,757.8%
+1,528.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.4% |
| 3M | -2.4% | +1.2% | -3.6% | -3.2% |
| 6M | -1.2% | -3.1% | +1.9% | -0.8% |
| YTD | +10.4% | +9.4% | +1.0% | +5.2% |
| 1Y | +11.4% | +17.6% | -6.2% | +3.1% |
| 3Y | +40.4% | +66.5% | -26.1% | +10.1% |
| 5Y | +12.1% | +29.0% | -16.9% | -4.2% |
| 10Y | +82.7% | +329.8% | -247.1% | -2.6% |
| All | +5,286.6% | +3,757.8% | +1,528.8% | +1,512.0% |
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