-70.8%
OPEN vs DOV
+116.1%
-186.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.4% |
| 7D | -4.3% | -2.7% | -1.6% | -1.3% |
| 30D | -16.2% | -8.1% | -8.1% | -8.2% |
| 3M | -36.4% | -9.4% | -27.0% | -30.1% |
| 6M | -35.5% | -12.6% | -22.8% | -27.2% |
| YTD | -46.0% | -0.5% | -45.5% | -47.9% |
| 1Y | -47.1% | +9.2% | -56.4% | -54.7% |
| 3Y | -19.0% | +34.1% | -53.1% | -46.0% |
| 5Y | -83.6% | +17.3% | -100.8% | -88.5% |
| All | -70.8% | +116.1% | -186.9% | -82.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling