+1,407.5%
RF vs DOV
+6,281.9%
-4,874.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.7% | +2.6% | +1.0% |
| 7D | -1.6% | -3.7% | +2.1% | +0.7% |
| 30D | +5.0% | +5.6% | -0.5% | +1.1% |
| 3M | -10.0% | -3.5% | -6.5% | -8.2% |
| 6M | +3.3% | -8.9% | +12.2% | +8.5% |
| YTD | +7.9% | +4.5% | +3.4% | +3.0% |
| 1Y | +21.2% | +13.9% | +7.3% | +9.3% |
| 3Y | +105.8% | +55.9% | +49.9% | +49.2% |
| 5Y | +43.7% | +25.8% | +18.0% | +19.4% |
| 10Y | +289.4% | +348.8% | -59.3% | +50.7% |
| All | +1,407.5% | +6,281.9% | -4,874.3% | +153.2% |
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