+715.0%
P vs DOV
+294.8%
+420.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +1.0% |
| 7D | +7.8% | +2.5% | +5.3% | +6.0% |
| 30D | +12.3% | -7.5% | +19.8% | +18.6% |
| 3M | +37.1% | -9.7% | +46.8% | +46.7% |
| 6M | +66.1% | -6.1% | +72.2% | +71.9% |
| YTD | +50.9% | +0.5% | +50.4% | +48.7% |
| 1Y | +27.2% | +10.5% | +16.7% | +16.4% |
| 3Y | +158.7% | +41.7% | +117.0% | +99.3% |
| 5Y | +291.1% | +18.4% | +272.7% | +235.2% |
| 10Y | +715.0% | +289.8% | +425.2% | +284.1% |
| All | +715.0% | +294.8% | +420.2% | +284.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling