+398.8%
SN vs DOV
+57.1%
+341.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.0% | +2.1% |
| 7D | +7.2% | -1.9% | +9.1% | +8.8% |
| 30D | +20.4% | +8.3% | +12.1% | +11.7% |
| 3M | +23.9% | -3.1% | +27.0% | +26.9% |
| 6M | +93.0% | -9.8% | +102.9% | +109.7% |
| YTD | +99.2% | +5.2% | +94.1% | +85.1% |
| 1Y | +142.6% | +15.3% | +127.3% | +105.3% |
| 3Y | +398.8% | +58.8% | +340.0% | +256.4% |
| All | +398.8% | +57.1% | +341.6% | +256.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling