+57.9%
SO vs DOV
+16.3%
+41.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.5% |
| 7D | 0.0% | +1.3% | -1.3% | -0.2% |
| 30D | -2.5% | -8.6% | +6.2% | -1.2% |
| 3M | -4.2% | -13.1% | +9.0% | -2.3% |
| 6M | -7.7% | -8.8% | +1.2% | -6.6% |
| YTD | +3.8% | -1.2% | +5.0% | +3.4% |
| 1Y | +0.1% | +10.7% | -10.7% | -2.5% |
| 3Y | +44.2% | +39.3% | +4.9% | +28.3% |
| 5Y | +57.9% | +16.4% | +41.4% | +40.4% |
| All | +57.9% | +16.3% | +41.5% | +40.4% |
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