+6,268.1%
SO vs DOV
+6,322.5%
-54.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | -1.5% | -1.9% | +0.4% | -1.2% |
| 30D | +8.1% | +8.3% | -0.2% | +6.4% |
| 3M | +0.2% | -3.1% | +3.3% | +0.7% |
| 6M | +0.4% | -9.8% | +10.2% | +2.0% |
| YTD | +8.5% | +5.2% | +3.3% | +6.8% |
| 1Y | +4.9% | +15.3% | -10.4% | +1.5% |
| 3Y | +47.9% | +58.8% | -10.9% | +32.5% |
| 5Y | +75.7% | +26.6% | +49.1% | +63.1% |
| 10Y | +178.0% | +351.6% | -173.6% | +105.2% |
| All | +6,268.1% | +6,322.5% | -54.4% | +2,714.9% |
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