-72.2%
OPEN vs DOV
+114.4%
-186.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -0.4% |
| 7D | -2.9% | +1.3% | -4.2% | -4.4% |
| 30D | -13.8% | -8.6% | -5.1% | -4.9% |
| 3M | -30.9% | -13.1% | -17.7% | -20.2% |
| 6M | -40.9% | -8.8% | -32.1% | -36.5% |
| YTD | -48.5% | -1.2% | -47.3% | -50.0% |
| 1Y | -50.9% | +10.7% | -61.6% | -58.6% |
| 3Y | -20.6% | +39.3% | -59.9% | -49.4% |
| 5Y | -84.2% | +16.4% | -100.6% | -88.8% |
| All | -72.2% | +114.4% | -186.7% | -83.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling