+216.5%
SLV vs DOV
+296.6%
-80.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.1% | -3.2% | -4.9% |
| 7D | -5.0% | -1.9% | -3.1% | -4.6% |
| 30D | -1.8% | -9.9% | +8.1% | +0.4% |
| 3M | -0.3% | -12.1% | +11.8% | +2.4% |
| 6M | -28.2% | -10.4% | -17.8% | -26.6% |
| YTD | -10.7% | -3.3% | -7.4% | -10.0% |
| 1Y | +53.7% | +7.8% | +45.9% | +51.8% |
| 3Y | +173.7% | +36.3% | +137.3% | +156.6% |
| 5Y | +161.5% | +14.8% | +146.7% | +148.8% |
| All | +216.5% | +296.6% | -80.1% | +155.2% |
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