+469.1%
P vs DOV
+403.7%
+65.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -39.8% |
| 3M | +10.9% | -3.1% | +13.9% | +13.4% |
| 6M | +30.0% | -9.8% | +39.8% | +39.0% |
| YTD | +44.4% | +5.2% | +39.2% | +38.3% |
| 1Y | +3.9% | +15.3% | -11.4% | -6.9% |
| 3Y | +176.6% | +58.8% | +117.8% | +100.3% |
| 5Y | +249.3% | +26.6% | +222.7% | +189.2% |
| 10Y | +726.9% | +351.6% | +375.3% | +250.8% |
| All | +469.1% | +403.7% | +65.4% | +133.1% |
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 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