+1,402.2%
RF vs DOV
+6,322.5%
-4,920.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.8% |
| 7D | -0.9% | -1.9% | +1.0% | +0.2% |
| 30D | +6.0% | +8.3% | -2.2% | +0.4% |
| 3M | -8.9% | -3.1% | -5.8% | -7.4% |
| 6M | +2.3% | -9.8% | +12.2% | +8.2% |
| YTD | +7.6% | +5.2% | +2.4% | +2.2% |
| 1Y | +21.2% | +15.3% | +5.8% | +8.3% |
| 3Y | +108.5% | +58.8% | +49.8% | +49.4% |
| 5Y | +43.2% | +26.6% | +16.7% | +18.5% |
| 10Y | +288.1% | +351.6% | -63.6% | +49.5% |
| All | +1,402.2% | +6,322.5% | -4,920.3% | +151.2% |
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