+649.0%
P vs DOV
+324.7%
+324.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.4% | +4.8% | +4.4% |
| 7D | +17.8% | +3.4% | +14.4% | +15.1% |
| 30D | -29.9% | +8.8% | -38.7% | -33.8% |
| 3M | -1.2% | +0.9% | -2.1% | -1.6% |
| 6M | +32.1% | -2.8% | +35.0% | +34.5% |
| YTD | +64.3% | +8.1% | +56.2% | +54.0% |
| 1Y | +24.3% | +15.2% | +9.0% | +10.8% |
| 3Y | +203.2% | +64.5% | +138.7% | +109.6% |
| 5Y | +290.4% | +28.9% | +261.6% | +215.1% |
| All | +649.0% | +324.7% | +324.3% | +269.7% |
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