-83.6%
OPEN vs DOV
+18.0%
-101.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -6.9% |
| 7D | -24.7% | -0.7% | -24.0% | -24.4% |
| 30D | -41.0% | +12.3% | -53.3% | -44.2% |
| 3M | -62.4% | +1.2% | -63.5% | -62.5% |
| 6M | -73.9% | -3.1% | -70.8% | -73.5% |
| YTD | -77.5% | +9.4% | -86.9% | -80.0% |
| 1Y | -83.6% | +17.6% | -101.2% | -87.2% |
| All | -83.6% | +18.0% | -101.5% | -87.2% |
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