+14.6%
SNOW vs DOV
+97.3%
-82.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | +5.5% | +3.0% | +2.5% | +3.7% |
| 30D | -13.2% | +8.6% | -21.8% | -17.3% |
| 3M | -13.7% | +1.9% | -15.6% | -14.8% |
| 6M | +91.0% | -1.7% | +92.7% | +89.6% |
| YTD | +32.7% | +8.3% | +24.3% | +20.3% |
| 1Y | +13.3% | +16.6% | -3.3% | -3.0% |
| 3Y | +83.4% | +65.1% | +18.2% | +21.2% |
| 5Y | -24.7% | +29.2% | -53.9% | -45.1% |
| All | +14.6% | +97.3% | -82.7% | -15.7% |
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