+29.8%
SNOW vs DOV
+76.1%
-46.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.7% |
| 7D | -7.5% | -1.9% | -5.6% | -6.5% |
| 30D | -1.3% | -9.9% | +8.6% | +4.9% |
| 3M | +37.4% | -12.1% | +49.6% | +46.9% |
| 6M | +88.1% | -10.4% | +98.5% | +94.5% |
| YTD | +50.3% | -3.3% | +53.6% | +46.1% |
| 1Y | +46.0% | +7.8% | +38.2% | +30.1% |
| 3Y | +98.7% | +36.3% | +62.4% | +48.6% |
| 5Y | +3.5% | +14.8% | -11.3% | -19.4% |
| All | +29.8% | +76.1% | -46.3% | +2.4% |
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