+115.9%
SPG vs DOV
+333.4%
-217.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +2.7% | -0.1% | +2.8% | +2.6% |
| 30D | +16.6% | +11.3% | +5.3% | +7.3% |
| 3M | +8.1% | +2.2% | +5.9% | +5.8% |
| 6M | +19.3% | -2.9% | +22.3% | +20.0% |
| YTD | +31.1% | +9.6% | +21.5% | +18.6% |
| 1Y | +32.8% | +16.7% | +16.1% | +14.2% |
| 3Y | +135.8% | +66.9% | +68.9% | +45.6% |
| 5Y | +85.1% | +32.0% | +53.1% | +36.5% |
| 10Y | +115.9% | +334.8% | -218.8% | -7.7% |
| All | +115.9% | +333.4% | -217.5% | -7.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling