+485.4%
P vs DOV
+376.6%
+108.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.4% | +0.7% |
| 7D | +6.5% | -2.7% | +9.2% | +8.5% |
| 30D | +18.8% | -8.1% | +26.9% | +25.8% |
| 3M | +26.7% | -9.4% | +36.2% | +35.0% |
| 6M | +62.2% | -12.6% | +74.8% | +76.1% |
| YTD | +48.5% | -0.5% | +49.0% | +47.4% |
| 1Y | +26.4% | +9.2% | +17.1% | +16.9% |
| 3Y | +159.4% | +34.1% | +125.3% | +109.3% |
| 5Y | +275.8% | +17.3% | +258.5% | +226.5% |
| 10Y | +732.0% | +284.9% | +447.1% | +279.5% |
| All | +485.4% | +376.6% | +108.8% | +148.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling