+448.1%
SN vs DOV
+50.5%
+397.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.9% |
| 7D | +7.6% | -0.7% | +8.3% | +8.0% |
| 30D | +22.4% | +12.3% | +10.2% | +10.3% |
| 3M | +21.7% | +1.2% | +20.5% | +20.0% |
| 6M | +102.8% | -3.1% | +105.9% | +106.1% |
| YTD | +102.4% | +9.4% | +93.0% | +82.6% |
| 1Y | +139.0% | +17.6% | +121.4% | +101.0% |
| 3Y | +440.4% | +66.5% | +373.9% | +284.1% |
| All | +448.1% | +50.5% | +397.5% | +300.4% |
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