+5,947.5%
OMC vs DOV
+5,976.9%
-29.4%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.9% |
| 7D | -6.4% | -2.7% | -3.7% | -5.3% |
| 30D | +1.1% | -8.1% | +9.2% | +4.9% |
| 3M | +10.4% | -9.4% | +19.8% | +14.7% |
| 6M | -1.7% | -12.6% | +10.9% | +3.2% |
| YTD | +4.4% | -0.5% | +4.9% | +3.1% |
| 1Y | +8.4% | +9.2% | -0.8% | +2.3% |
| 3Y | +14.4% | +34.1% | -19.7% | -2.6% |
| 5Y | +33.9% | +17.3% | +16.6% | +19.9% |
| 10Y | +34.9% | +284.9% | -250.1% | -29.1% |
| All | +5,947.5% | +5,976.9% | -29.4% | +1,067.8% |
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