+147.7%
P vs DOV
+34.2%
+113.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.4% | +0.7% |
| 7D | +6.5% | -2.7% | +9.2% | +8.6% |
| 30D | +18.8% | -8.1% | +26.9% | +26.3% |
| 3M | +26.7% | -9.4% | +36.2% | +35.5% |
| 6M | +62.2% | -12.6% | +74.8% | +77.1% |
| YTD | +48.5% | -0.5% | +49.0% | +46.3% |
| 1Y | +26.4% | +9.2% | +17.1% | +14.6% |
| All | +147.7% | +34.2% | +113.5% | +87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling