-77.8%
SNAP vs DOV
+242.9%
-320.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.3% |
| 7D | +1.5% | +2.5% | -1.0% | -0.1% |
| 30D | +1.9% | -7.5% | +9.4% | +6.7% |
| 3M | -3.9% | -9.7% | +5.8% | +1.3% |
| 6M | +5.2% | -6.1% | +11.3% | +7.5% |
| YTD | -32.7% | +0.5% | -33.2% | -34.6% |
| 1Y | -24.8% | +10.5% | -35.3% | -31.8% |
| 3Y | -42.2% | +41.7% | -83.9% | -54.6% |
| 5Y | -92.7% | +18.4% | -111.1% | -93.7% |
| All | -77.8% | +242.9% | -320.7% | -88.1% |
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