+309.7%
SN vs DOV
+35.9%
+273.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -1.8% |
| 7D | -3.4% | +1.3% | -4.7% | -4.5% |
| 30D | -9.1% | -8.6% | -0.4% | -1.5% |
| 3M | +31.8% | -13.1% | +44.9% | +48.0% |
| 6M | +52.0% | -8.8% | +60.8% | +63.2% |
| YTD | +51.3% | -1.2% | +52.5% | +49.9% |
| 1Y | +46.9% | +10.7% | +36.2% | +29.9% |
| 3Y | +394.9% | +39.3% | +355.7% | +291.4% |
| All | +309.7% | +35.9% | +273.7% | +228.6% |
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