+18.0%
Q vs DOV
+21.2%
-3.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | -3.3% | +2.2% | -5.5% | -5.6% |
| 30D | -9.7% | +11.2% | -20.9% | -18.8% |
| 3M | -16.1% | +1.6% | -17.7% | -17.4% |
| 6M | -15.7% | -3.2% | -12.5% | -12.3% |
| YTD | +45.7% | +9.7% | +36.0% | +33.5% |
| 1Y | +18.0% | +20.5% | -2.5% | -11.3% |
| All | +18.0% | +21.2% | -3.2% | -11.3% |
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