-71.4%
OPEN vs DOV
+21.2%
-92.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -0.4% | +14.2% | +14.0% |
| 7D | +3.7% | +2.2% | +1.4% | +2.5% |
| 30D | -14.3% | +11.2% | -25.5% | -19.1% |
| 3M | -51.9% | +1.6% | -53.5% | -52.3% |
| 6M | -61.4% | -3.2% | -58.2% | -60.8% |
| YTD | -66.0% | +9.7% | -75.8% | -70.7% |
| 1Y | -71.4% | +20.5% | -91.9% | -81.4% |
| All | -71.4% | +21.2% | -92.6% | -81.4% |
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