+167.8%
SLV vs DOV
+19.9%
+147.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -1.0% |
| 7D | +2.5% | +2.5% | 0.0% | +1.8% |
| 30D | +3.3% | -7.5% | +10.8% | +5.5% |
| 3M | -3.6% | -9.7% | +6.1% | -1.0% |
| 6M | -21.8% | -6.1% | -15.7% | -20.6% |
| YTD | -7.8% | +0.5% | -8.3% | -7.7% |
| 1Y | +58.3% | +10.5% | +47.8% | +55.2% |
| 3Y | +182.6% | +41.7% | +140.9% | +158.2% |
| 5Y | +167.8% | +18.4% | +149.4% | +135.0% |
| All | +167.8% | +19.9% | +147.9% | +135.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling