+16.6%
P vs DOV
+17.3%
-0.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.6% |
| 7D | -13.3% | -0.7% | -12.6% | -12.6% |
| 30D | -34.0% | +12.3% | -46.3% | -37.7% |
| 3M | +4.1% | +1.2% | +2.9% | +3.6% |
| 6M | +30.5% | -3.1% | +33.5% | +32.5% |
| YTD | +52.2% | +9.4% | +42.8% | +46.0% |
| All | +16.6% | +17.3% | -0.7% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling