-93.3%
OPEN vs DOV
+28.5%
-121.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -6.5% |
| 7D | -24.7% | -0.7% | -24.0% | -24.1% |
| 30D | -41.0% | +12.3% | -53.3% | -49.6% |
| 3M | -62.4% | +1.2% | -63.5% | -63.4% |
| 6M | -73.9% | -3.1% | -70.8% | -73.7% |
| YTD | -77.5% | +9.4% | -86.9% | -81.4% |
| 1Y | -83.6% | +17.6% | -101.2% | -87.8% |
| 3Y | -37.0% | +66.5% | -103.6% | -74.4% |
| 5Y | -93.3% | +29.0% | -122.3% | -96.3% |
| All | -93.3% | +28.5% | -121.8% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling