+301.5%
ROST vs DOV
+325.7%
-24.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.6% | -2.5% |
| 7D | +0.3% | +3.0% | -2.7% | -1.5% |
| 30D | +0.5% | +8.6% | -8.1% | -4.5% |
| 3M | -5.2% | +1.9% | -7.1% | -6.6% |
| 6M | +9.8% | -1.7% | +11.5% | +9.8% |
| YTD | +29.4% | +8.3% | +21.1% | +20.8% |
| 1Y | +44.4% | +16.6% | +27.8% | +28.8% |
| 3Y | +95.0% | +65.1% | +29.9% | +32.4% |
| 5Y | +111.9% | +29.2% | +82.7% | +66.8% |
| All | +301.5% | +325.7% | -24.2% | +82.4% |
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