+743.1%
SW vs DOV
+765.7%
-22.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.2% |
| 7D | +12.1% | +2.2% | +9.8% | +11.5% |
| 30D | +6.6% | +11.2% | -4.6% | +4.2% |
| 3M | -6.0% | +1.6% | -7.6% | -6.4% |
| 6M | +21.5% | -3.2% | +24.7% | +22.3% |
| YTD | +20.3% | +9.7% | +10.6% | +18.6% |
| 1Y | +28.1% | +20.5% | +7.6% | +24.3% |
| 3Y | +51.6% | +63.7% | -12.1% | +41.1% |
| 5Y | -0.1% | +31.4% | -31.5% | -5.2% |
| 10Y | +189.7% | +371.2% | -181.4% | +137.0% |
| All | +743.1% | +765.7% | -22.6% | +560.8% |
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 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