+6.6%
PL vs DOV
+18.0%
-11.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +5.6% | -0.7% | +6.4% | +6.1% |
| 30D | -16.9% | +12.3% | -29.2% | -21.2% |
| 3M | -38.2% | +1.2% | -39.4% | -38.4% |
| 6M | -63.4% | -3.1% | -60.4% | -63.2% |
| YTD | -27.6% | +9.4% | -37.0% | -36.5% |
| 1Y | +6.6% | +17.6% | -11.0% | -10.2% |
| All | +6.6% | +18.0% | -11.4% | -10.2% |
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