+231.7%
RF vs DOV
+333.4%
-101.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -1.3% | -0.1% | -1.2% | -1.4% |
| 30D | +4.6% | +11.3% | -6.6% | -4.5% |
| 3M | -8.4% | +2.2% | -10.6% | -10.5% |
| 6M | +8.9% | -2.9% | +11.8% | +9.6% |
| YTD | +8.8% | +9.6% | -0.8% | -2.1% |
| 1Y | +18.9% | +16.7% | +2.3% | +1.4% |
| 3Y | +116.0% | +66.9% | +49.1% | +31.0% |
| 5Y | +46.0% | +32.0% | +14.0% | +7.3% |
| 10Y | +231.7% | +334.8% | -103.0% | +6.9% |
| All | +231.7% | +333.4% | -101.7% | +6.9% |
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 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