+70,808.4%
ROST vs DOV
+5,976.9%
+64,831.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -0.8% |
| 7D | +0.9% | -2.7% | +3.6% | +2.0% |
| 30D | -8.9% | -8.1% | -0.8% | -5.7% |
| 3M | -0.8% | -9.4% | +8.6% | +2.9% |
| 6M | +8.5% | -12.6% | +21.1% | +14.0% |
| YTD | +28.6% | -0.5% | +29.1% | +27.7% |
| 1Y | +52.3% | +9.2% | +43.1% | +45.1% |
| 3Y | +94.8% | +34.1% | +60.7% | +67.4% |
| 5Y | +110.8% | +17.3% | +93.5% | +90.1% |
| 10Y | +304.5% | +284.9% | +19.6% | +131.2% |
| All | +70,808.4% | +5,976.9% | +64,831.5% | +14,841.9% |
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