+214.7%
ROL vs DOV
+333.6%
-118.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.1% |
| 7D | +3.4% | -0.7% | +4.1% | +3.6% |
| 30D | +20.8% | +12.3% | +8.5% | +15.7% |
| 3M | +3.7% | +1.2% | +2.6% | +3.0% |
| 6M | -27.7% | -3.1% | -24.6% | -27.3% |
| YTD | -34.9% | +9.4% | -44.3% | -37.6% |
| 1Y | -33.3% | +17.6% | -50.9% | -37.7% |
| 3Y | +4.3% | +66.5% | -62.2% | -17.3% |
| 5Y | +15.0% | +29.0% | -14.0% | -0.6% |
| 10Y | +214.7% | +329.8% | -115.1% | +84.1% |
| All | +214.7% | +333.6% | -118.9% | +84.1% |
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