+32.0%
Q vs DOV
+7.8%
+24.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +3.5% |
| 7D | +6.6% | +1.3% | +5.3% | +5.1% |
| 30D | -6.6% | -8.6% | +2.1% | +2.2% |
| 3M | -13.2% | -13.1% | -0.1% | +0.5% |
| 6M | +9.9% | -8.8% | +18.8% | +19.9% |
| YTD | +53.9% | -1.2% | +55.2% | +58.8% |
| All | +32.0% | +7.8% | +24.2% | +19.5% |
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