+707.9%
P vs DOV
+361.0%
+346.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.5% | +1.8% | +3.1% |
| 7D | -9.6% | -1.4% | -8.3% | -8.2% |
| 30D | -33.4% | +12.8% | -46.2% | -38.7% |
| 3M | +14.2% | +1.1% | +13.1% | +13.5% |
| 6M | +31.6% | -2.6% | +34.2% | +33.8% |
| YTD | +53.5% | +9.9% | +43.6% | +42.2% |
| 1Y | +14.2% | +19.3% | -5.1% | -0.7% |
| 3Y | +190.5% | +68.4% | +122.1% | +97.6% |
| 5Y | +256.3% | +29.1% | +227.2% | +187.1% |
| 10Y | +707.9% | +340.2% | +367.7% | +290.1% |
| All | +707.9% | +361.0% | +346.9% | +290.1% |
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