-6.4%
OSCR vs DOV
+57.6%
-63.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +3.9% |
| 7D | +1.1% | -1.9% | +3.0% | +2.2% |
| 30D | +16.5% | -9.9% | +26.4% | +24.1% |
| 3M | +17.0% | -12.1% | +29.1% | +24.8% |
| 6M | +145.0% | -10.4% | +155.4% | +156.3% |
| YTD | +126.7% | -3.3% | +130.0% | +124.2% |
| 1Y | +67.2% | +7.8% | +59.5% | +52.2% |
| 3Y | +405.1% | +36.3% | +368.8% | +254.3% |
| 5Y | +86.2% | +14.8% | +71.4% | +42.3% |
| All | -6.4% | +57.6% | -63.9% | -23.8% |
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