+1,514.2%
RF vs DOV
+5,976.9%
-4,462.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | +1.3% | -2.7% | +4.0% | +3.1% |
| 30D | -3.6% | -8.1% | +4.5% | +1.8% |
| 3M | +8.1% | -9.4% | +17.5% | +14.3% |
| 6M | +11.5% | -12.6% | +24.1% | +20.3% |
| YTD | +15.6% | -0.5% | +16.0% | +14.2% |
| 1Y | +15.7% | +9.2% | +6.4% | +6.7% |
| 3Y | +86.9% | +34.1% | +52.8% | +50.1% |
| 5Y | +89.8% | +17.3% | +72.6% | +65.4% |
| 10Y | +344.7% | +284.9% | +59.8% | +88.7% |
| All | +1,514.2% | +5,976.9% | -4,462.7% | +180.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling