+78.5%
SPY vs DOV
+42.3%
+36.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.9% |
| 7D | +0.5% | +2.5% | -2.0% | -0.4% |
| 30D | -0.9% | -7.5% | +6.6% | +2.1% |
| 3M | +3.9% | -9.7% | +13.6% | +7.7% |
| 6M | +14.5% | -6.1% | +20.6% | +16.3% |
| YTD | +12.9% | +0.5% | +12.4% | +11.0% |
| 1Y | +19.4% | +10.5% | +8.8% | +12.1% |
| 3Y | +78.5% | +41.7% | +36.8% | +50.5% |
| All | +78.5% | +42.3% | +36.2% | +50.5% |
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