+83.0%
PL vs DOV
+38.8%
+44.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.1% |
| 7D | -9.3% | -2.7% | -6.6% | -7.3% |
| 30D | -18.9% | -8.1% | -10.8% | -12.8% |
| 3M | -58.4% | -9.4% | -49.0% | -55.4% |
| 6M | -30.3% | -12.6% | -17.7% | -23.1% |
| YTD | -8.1% | -0.5% | -7.6% | -11.5% |
| 1Y | +180.5% | +9.2% | +171.2% | +146.3% |
| 3Y | +444.1% | +34.1% | +410.0% | +320.9% |
| 5Y | +83.0% | +17.3% | +65.8% | +49.0% |
| All | +83.0% | +38.8% | +44.2% | +47.2% |
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 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