+3,094.0%
SPY vs DOV
+4,412.5%
-1,318.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | +0.1% | -2.7% | +2.8% | +1.3% |
| 30D | +0.1% | -8.1% | +8.1% | +3.7% |
| 3M | +2.0% | -9.4% | +11.4% | +6.0% |
| 6M | +13.0% | -12.6% | +25.6% | +18.9% |
| YTD | +13.5% | -0.5% | +14.0% | +12.6% |
| 1Y | +20.0% | +9.2% | +10.7% | +13.6% |
| 3Y | +77.2% | +34.1% | +43.1% | +51.4% |
| 5Y | +81.9% | +17.3% | +64.6% | +63.2% |
| 10Y | +314.1% | +284.9% | +29.1% | +115.4% |
| All | +3,094.0% | +4,412.5% | -1,318.4% | +578.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling