+652.6%
P vs DOV
+333.6%
+319.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.5% |
| 7D | -13.3% | -0.7% | -12.6% | -12.3% |
| 30D | -34.0% | +12.3% | -46.3% | -39.0% |
| 3M | +4.1% | +1.2% | +2.9% | +3.5% |
| 6M | +30.5% | -3.1% | +33.5% | +33.1% |
| YTD | +52.2% | +9.4% | +42.8% | +41.5% |
| 1Y | +10.3% | +17.6% | -7.3% | -3.1% |
| 3Y | +180.9% | +66.5% | +114.3% | +92.7% |
| 5Y | +259.7% | +29.0% | +230.7% | +190.1% |
| 10Y | +652.6% | +329.8% | +322.8% | +273.2% |
| All | +652.6% | +333.6% | +319.1% | +273.2% |
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