-26.1%
SNOW vs DOV
+29.1%
-55.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | +5.5% | +3.0% | +2.5% | +3.4% |
| 30D | -13.2% | +8.6% | -21.8% | -17.9% |
| 3M | -13.7% | +1.9% | -15.6% | -15.0% |
| 6M | +91.0% | -1.7% | +92.7% | +89.2% |
| YTD | +32.7% | +8.3% | +24.3% | +18.1% |
| 1Y | +13.3% | +16.6% | -3.3% | -5.8% |
| 3Y | +83.4% | +65.1% | +18.2% | +7.6% |
| All | -26.1% | +29.1% | -55.1% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling