-83.6%
OPEN vs DOV
+19.9%
-103.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -3.8% |
| 7D | +1.0% | +2.5% | -1.5% | -2.2% |
| 30D | -11.9% | -7.5% | -4.4% | -2.9% |
| 3M | -28.8% | -9.7% | -19.1% | -20.4% |
| 6M | -38.6% | -6.1% | -32.5% | -36.2% |
| YTD | -47.3% | +0.5% | -47.8% | -50.7% |
| 1Y | -49.2% | +10.5% | -59.7% | -58.8% |
| 3Y | -18.8% | +41.7% | -60.5% | -56.8% |
| 5Y | -83.6% | +18.4% | -102.1% | -89.5% |
| All | -83.6% | +19.9% | -103.6% | -89.5% |
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