+3,017.7%
SPY vs DOV
+4,859.8%
-1,842.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -0.6% | -0.7% | +0.1% | -0.3% |
| 30D | -3.7% | +12.3% | -16.0% | -8.5% |
| 3M | -2.7% | +1.2% | -3.9% | -3.5% |
| 6M | +2.2% | -3.1% | +5.3% | +2.9% |
| YTD | +10.8% | +9.4% | +1.4% | +5.2% |
| 1Y | +11.2% | +17.6% | -6.4% | +2.2% |
| 3Y | +76.5% | +66.5% | +9.9% | +37.1% |
| 5Y | +72.9% | +29.0% | +43.9% | +48.7% |
| 10Y | +304.8% | +329.8% | -25.0% | +101.2% |
| All | +3,017.7% | +4,859.8% | -1,842.1% | +534.6% |
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