+45.3%
SO vs DOV
+42.3%
+3.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +1.0% |
| 7D | +1.0% | +2.5% | -1.5% | +0.9% |
| 30D | -3.2% | -7.5% | +4.3% | -3.0% |
| 3M | -1.7% | -9.7% | +8.0% | -1.4% |
| 6M | -7.2% | -6.1% | -1.1% | -7.0% |
| YTD | +4.6% | +0.5% | +4.1% | +4.5% |
| 1Y | +1.2% | +10.5% | -9.3% | +1.0% |
| 3Y | +45.3% | +41.7% | +3.6% | +34.1% |
| All | +45.3% | +42.3% | +3.0% | +34.1% |
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 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