+29.7%
OMC vs DOV
+16.3%
+13.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -2.7% |
| 7D | -4.2% | +1.3% | -5.6% | -4.8% |
| 30D | -7.5% | -8.6% | +1.1% | -3.6% |
| 3M | +4.6% | -13.1% | +17.8% | +11.2% |
| 6M | -4.8% | -8.8% | +4.0% | -1.9% |
| YTD | -1.0% | -1.2% | +0.2% | -2.7% |
| 1Y | +3.8% | +10.7% | -6.9% | -4.5% |
| 3Y | +10.2% | +39.3% | -29.1% | -13.3% |
| 5Y | +29.7% | +16.4% | +13.3% | +11.2% |
| All | +29.7% | +16.3% | +13.4% | +11.2% |
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 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