+27.1%
SW vs DOV
+15.2%
+11.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.7% | +3.2% | +2.5% |
| 7D | +4.7% | -3.7% | +8.4% | +7.8% |
| 30D | +5.0% | +5.6% | -0.6% | -0.8% |
| 3M | -7.3% | -3.5% | -3.9% | -4.7% |
| 6M | +15.0% | -8.9% | +23.9% | +24.3% |
| YTD | +18.5% | +4.5% | +14.0% | +13.5% |
| 1Y | +27.1% | +13.9% | +13.2% | +10.2% |
| All | +27.1% | +15.2% | +11.9% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling