-6.4%
T vs DOV
+21.2%
-27.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.0% |
| 7D | +5.5% | +2.2% | +3.2% | +5.5% |
| 30D | -8.9% | +11.2% | -20.1% | -8.9% |
| 3M | -5.6% | +1.6% | -7.1% | -5.3% |
| 6M | -14.3% | -3.2% | -11.1% | -14.2% |
| YTD | -7.9% | +9.7% | -17.7% | -7.9% |
| 1Y | -6.4% | +20.5% | -26.9% | -7.8% |
| All | -6.4% | +21.2% | -27.6% | -7.8% |
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 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