+209.9%
ON vs DOV
+774.5%
-564.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | 0.0% | +0.1% |
| 7D | +2.4% | -2.7% | +5.1% | +4.9% |
| 30D | -3.3% | -8.1% | +4.8% | +4.2% |
| 3M | -43.6% | -9.4% | -34.2% | -38.2% |
| 6M | +19.0% | -12.6% | +31.6% | +35.8% |
| YTD | +37.4% | -0.5% | +37.8% | +39.8% |
| 1Y | +54.8% | +9.2% | +45.5% | +44.4% |
| 3Y | -25.2% | +34.1% | -59.3% | -40.7% |
| 5Y | +62.7% | +17.3% | +45.5% | +48.0% |
| 10Y | +574.3% | +284.9% | +289.4% | +130.1% |
| All | +209.9% | +774.5% | -564.6% | -49.3% |
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 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