-54.3%
S vs DOV
+36.8%
-91.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +1.2% |
| 7D | -1.2% | +1.3% | -2.6% | -2.2% |
| 30D | -12.6% | -8.6% | -3.9% | -7.0% |
| 3M | +27.6% | -13.1% | +40.7% | +39.2% |
| 6M | +35.5% | -8.8% | +44.3% | +39.8% |
| YTD | +29.6% | -1.2% | +30.8% | +24.3% |
| 1Y | +8.1% | +10.7% | -2.6% | -6.4% |
| 3Y | +14.8% | +39.3% | -24.5% | -20.3% |
| 5Y | -70.6% | +16.4% | -87.0% | -77.6% |
| All | -54.3% | +36.8% | -91.1% | -63.0% |
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