-52.2%
OPEN vs DOV
+8.0%
-60.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.6% | -5.2% |
| 7D | -10.5% | -1.9% | -8.6% | -9.3% |
| 30D | -21.8% | -9.9% | -11.9% | -16.2% |
| 3M | -37.5% | -12.1% | -25.4% | -32.4% |
| 6M | -44.1% | -10.4% | -33.7% | -41.6% |
| YTD | -52.0% | -3.3% | -48.7% | -54.1% |
| 1Y | -52.2% | +7.8% | -60.0% | -44.2% |
| All | -52.2% | +8.0% | -60.3% | -44.2% |
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 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