+5,976.4%
SO vs DOV
+5,976.9%
-0.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -0.9% |
| 7D | -0.2% | -2.7% | +2.5% | +0.3% |
| 30D | -4.6% | -8.1% | +3.5% | -3.1% |
| 3M | -3.0% | -9.4% | +6.4% | -1.5% |
| 6M | -8.3% | -12.6% | +4.4% | -6.3% |
| YTD | +3.5% | -0.5% | +4.0% | +3.1% |
| 1Y | -0.9% | +9.2% | -10.2% | -3.3% |
| 3Y | +45.4% | +34.1% | +11.2% | +34.6% |
| 5Y | +59.6% | +17.3% | +42.4% | +50.4% |
| 10Y | +156.6% | +284.9% | -128.3% | +94.4% |
| All | +5,976.4% | +5,976.9% | -0.5% | +2,616.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling