+19.3%
SPG vs DOV
+8.9%
+10.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.1% |
| 7D | -1.7% | +1.3% | -3.0% | -1.9% |
| 30D | -6.3% | -8.6% | +2.4% | -4.7% |
| 3M | -2.4% | -13.1% | +10.7% | +0.1% |
| 6M | +9.6% | -8.8% | +18.4% | +11.4% |
| YTD | +14.2% | -1.2% | +15.4% | +15.6% |
| 1Y | +19.3% | +10.7% | +8.6% | +22.6% |
| All | +19.3% | +8.9% | +10.4% | +22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling