+238.6%
P vs DOV
+25.3%
+213.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.1% |
| 7D | -23.8% | -1.9% | -21.9% | -22.7% |
| 30D | -36.6% | +8.3% | -44.9% | -39.9% |
| 3M | +10.9% | -3.1% | +13.9% | +13.5% |
| 6M | +30.0% | -9.8% | +39.8% | +39.4% |
| YTD | +44.4% | +5.2% | +39.2% | +37.8% |
| 1Y | +3.9% | +15.3% | -11.4% | -7.7% |
| 3Y | +176.6% | +58.8% | +117.8% | +97.6% |
| All | +238.6% | +25.3% | +213.4% | +189.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling