+213.6%
RF vs DOV
+325.7%
-112.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.0% |
| 7D | +1.9% | +3.0% | -1.0% | -0.6% |
| 30D | +7.3% | +8.6% | -1.3% | 0.0% |
| 3M | -7.9% | +1.9% | -9.8% | -9.8% |
| 6M | +10.5% | -1.7% | +12.2% | +10.0% |
| YTD | +9.6% | +8.3% | +1.3% | -0.4% |
| 1Y | +20.3% | +16.6% | +3.7% | +2.6% |
| 3Y | +119.5% | +65.1% | +54.4% | +34.2% |
| 5Y | +48.2% | +29.2% | +19.0% | +11.0% |
| All | +213.6% | +325.7% | -112.0% | +1.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling