+248.5%
SLV vs DOV
+834.5%
-585.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.5% | -1.8% | +1.7% |
| 7D | +5.6% | -1.4% | +7.0% | +5.9% |
| 30D | -12.1% | +12.8% | -24.9% | -14.5% |
| 3M | -16.3% | +1.1% | -17.4% | -16.5% |
| 6M | -34.1% | -2.6% | -31.4% | -33.8% |
| YTD | -25.3% | +9.9% | -35.2% | -26.8% |
| 1Y | +9.6% | +19.3% | -9.7% | +5.5% |
| 3Y | +132.7% | +68.4% | +64.3% | +106.3% |
| 5Y | +113.7% | +29.1% | +84.5% | +97.7% |
| 10Y | +175.9% | +340.2% | -164.3% | +89.9% |
| All | +248.5% | +834.5% | -585.9% | +79.8% |
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