+236.5%
SLV vs DOV
+830.2%
-593.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -3.3% |
| 7D | +3.7% | -0.7% | +4.4% | +3.8% |
| 30D | -15.2% | +12.3% | -27.4% | -17.3% |
| 3M | -21.8% | +1.2% | -22.9% | -22.0% |
| 6M | -36.3% | -3.1% | -33.3% | -36.0% |
| YTD | -27.8% | +9.4% | -37.2% | -29.3% |
| 1Y | +1.5% | +17.6% | -16.1% | -2.0% |
| 3Y | +128.5% | +66.5% | +62.0% | +103.1% |
| 5Y | +103.2% | +29.0% | +74.2% | +88.1% |
| 10Y | +164.7% | +329.8% | -165.1% | +83.2% |
| All | +236.5% | +830.2% | -593.6% | +73.8% |
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