+38.1%
Q vs DOV
+15.9%
+22.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.8% | -3.8% |
| 7D | +1.2% | +3.0% | -1.8% | -1.7% |
| 30D | -2.7% | +8.6% | -11.3% | -10.0% |
| 3M | -16.9% | +1.9% | -18.8% | -18.2% |
| 6M | -26.9% | -1.7% | -25.2% | -25.0% |
| YTD | +45.2% | +8.3% | +36.9% | +38.2% |
| 1Y | +38.1% | +16.6% | +21.6% | +19.7% |
| All | +38.1% | +15.9% | +22.2% | +19.7% |
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