+137.2%
SPG vs DOV
+67.7%
+69.5%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.5% | -2.5% | +0.1% |
| 7D | +5.1% | -1.4% | +6.4% | +5.6% |
| 30D | +16.8% | +12.8% | +4.1% | +10.6% |
| 3M | +5.7% | +1.1% | +4.5% | +4.9% |
| 6M | +17.8% | -2.6% | +20.4% | +18.4% |
| YTD | +30.1% | +9.9% | +20.2% | +22.1% |
| 1Y | +32.8% | +19.3% | +13.5% | +19.0% |
| 3Y | +137.2% | +68.4% | +68.8% | +63.7% |
| All | +137.2% | +67.7% | +69.5% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling