+23.1%
Q vs DOV
+14.8%
+8.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.7% | +5.7% |
| 7D | +0.3% | -1.9% | +2.2% | +2.1% |
| 30D | -9.8% | +8.3% | -18.1% | -16.5% |
| 3M | -12.2% | -3.1% | -9.2% | -9.3% |
| 6M | -21.6% | -9.8% | -11.8% | -12.4% |
| YTD | +43.6% | +5.2% | +38.4% | +39.3% |
| 1Y | +25.7% | +15.3% | +10.4% | +7.6% |
| All | +23.1% | +14.8% | +8.3% | +4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling