+94.8%
SNOW vs DOV
+38.7%
+56.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.4% |
| 7D | +8.4% | +1.3% | +7.0% | +7.7% |
| 30D | -1.0% | -8.6% | +7.7% | +3.3% |
| 3M | +38.3% | -13.1% | +51.5% | +46.6% |
| 6M | +81.3% | -8.8% | +90.1% | +83.7% |
| YTD | +51.1% | -1.2% | +52.3% | +43.4% |
| 1Y | +47.0% | +10.7% | +36.3% | +27.0% |
| All | +94.8% | +38.7% | +56.1% | +46.7% |
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 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