+81.7%
SPY vs DOV
+16.3%
+65.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.3% |
| 7D | -0.4% | +1.3% | -1.7% | -1.0% |
| 30D | -1.4% | -8.6% | +7.3% | +2.8% |
| 3M | +3.7% | -13.1% | +16.8% | +10.3% |
| 6M | +13.0% | -8.8% | +21.8% | +16.8% |
| YTD | +12.4% | -1.2% | +13.6% | +11.2% |
| 1Y | +18.5% | +10.7% | +7.8% | +10.1% |
| 3Y | +77.6% | +39.3% | +38.3% | +42.4% |
| 5Y | +81.7% | +16.4% | +65.3% | +54.8% |
| All | +81.7% | +16.3% | +65.4% | +54.8% |
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