+333.1%
SLV vs DOV
+746.3%
-413.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.4% |
| 7D | -0.3% | -2.7% | +2.3% | +0.3% |
| 30D | +6.7% | -8.1% | +14.8% | +8.7% |
| 3M | -10.7% | -9.4% | -1.3% | -8.8% |
| 6M | -20.6% | -12.6% | -8.0% | -18.3% |
| YTD | -7.1% | -0.5% | -6.7% | -7.0% |
| 1Y | +62.0% | +9.2% | +52.7% | +58.8% |
| 3Y | +169.8% | +34.1% | +135.7% | +151.1% |
| 5Y | +161.5% | +17.3% | +144.2% | +147.1% |
| 10Y | +224.4% | +284.9% | -60.5% | +129.7% |
| All | +333.1% | +746.3% | -413.2% | +128.5% |
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