+207.2%
ON vs DOV
+849.7%
-642.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +1.4% |
| 7D | +17.0% | +3.4% | +13.6% | +13.7% |
| 30D | -3.9% | +8.8% | -12.7% | -10.6% |
| 3M | -11.5% | +0.9% | -12.4% | -12.0% |
| 6M | -29.2% | -2.8% | -26.3% | -26.6% |
| YTD | +36.2% | +8.1% | +28.1% | +29.2% |
| 1Y | +49.6% | +15.2% | +34.4% | +34.2% |
| 3Y | +9.4% | +64.5% | -55.1% | -27.2% |
| 5Y | +25.8% | +28.9% | -3.1% | +5.8% |
| 10Y | +557.1% | +328.7% | +228.4% | +106.7% |
| All | +207.2% | +849.7% | -642.5% | -53.2% |
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 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