-44.0%
S vs DOV
+51.8%
-95.9%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +1.2% | -0.1% | +1.3% | +1.6% |
| 30D | -7.3% | +11.3% | -18.6% | -13.9% |
| 3M | +5.9% | +2.2% | +3.7% | +4.0% |
| 6M | +45.6% | -2.9% | +48.6% | +46.2% |
| YTD | +58.5% | +9.6% | +48.9% | +41.2% |
| 1Y | +37.6% | +16.7% | +21.0% | +16.1% |
| 3Y | +51.7% | +66.9% | -15.2% | -8.3% |
| 5Y | -67.5% | +32.0% | -99.5% | -76.2% |
| All | -44.0% | +51.8% | -95.9% | -58.0% |
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