+208.2%
ROL vs DOV
+286.8%
-78.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.6% |
| 7D | -3.3% | +1.3% | -4.6% | -3.7% |
| 30D | -7.2% | -8.6% | +1.4% | -4.2% |
| 3M | -27.0% | -13.1% | -13.8% | -23.5% |
| 6M | -39.5% | -8.8% | -30.7% | -37.8% |
| YTD | -41.8% | -1.2% | -40.6% | -42.0% |
| 1Y | -38.9% | +10.7% | -49.6% | -41.7% |
| 3Y | -0.4% | +39.3% | -39.7% | -15.1% |
| 5Y | -4.2% | +16.4% | -20.6% | -13.8% |
| 10Y | +208.2% | +302.5% | -94.3% | +83.8% |
| All | +208.2% | +286.8% | -78.6% | +83.8% |
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 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