+110.6%
SPOT vs DOV
+13.3%
+97.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.9% |
| 7D | -6.9% | -1.9% | -4.9% | -5.9% |
| 30D | +4.1% | -9.9% | +14.0% | +9.8% |
| 3M | +3.7% | -12.1% | +15.8% | +9.7% |
| 6M | -1.6% | -10.4% | +8.8% | +1.9% |
| YTD | -10.2% | -3.3% | -6.8% | -12.2% |
| 1Y | -25.9% | +7.8% | -33.7% | -33.2% |
| 3Y | +235.6% | +36.3% | +199.3% | +138.2% |
| 5Y | +110.6% | +14.8% | +95.8% | +65.7% |
| All | +110.6% | +13.3% | +97.3% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling