+311.2%
SPY vs DOV
+296.6%
+14.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.4% |
| 7D | -2.0% | -1.9% | 0.0% | -1.1% |
| 30D | -1.7% | -9.9% | +8.2% | +3.3% |
| 3M | +4.7% | -12.1% | +16.8% | +10.9% |
| 6M | +12.5% | -10.4% | +22.9% | +17.5% |
| YTD | +11.7% | -3.3% | +15.0% | +11.9% |
| 1Y | +17.5% | +7.8% | +9.7% | +10.9% |
| 3Y | +76.6% | +36.3% | +40.2% | +45.4% |
| 5Y | +82.0% | +14.8% | +67.2% | +60.6% |
| All | +311.2% | +296.6% | +14.6% | +124.3% |
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