+4.6%
OMC vs DOV
+8.6%
-4.0%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.6% |
| 7D | -4.4% | -2.0% | -2.4% | -4.2% |
| 30D | -7.6% | -8.9% | +1.3% | -6.8% |
| 3M | +4.5% | -13.3% | +17.8% | +5.6% |
| 6M | -0.3% | -9.7% | +9.4% | +0.3% |
| YTD | -0.1% | -2.5% | +2.3% | 0.0% |
| 1Y | +4.6% | +7.2% | -2.6% | +7.3% |
| All | +4.6% | +8.6% | -4.0% | +7.3% |
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