+68.4%
T vs DOV
+286.8%
-218.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.3% |
| 7D | -3.1% | +1.3% | -4.4% | -3.5% |
| 30D | +4.6% | -8.6% | +13.2% | +7.3% |
| 3M | +12.2% | -13.1% | +25.4% | +16.6% |
| 6M | -6.5% | -8.8% | +2.4% | -4.6% |
| YTD | +4.9% | -1.2% | +6.1% | +4.1% |
| 1Y | -10.5% | +10.7% | -21.2% | -14.7% |
| 3Y | +104.6% | +39.3% | +65.3% | +74.4% |
| 5Y | +64.2% | +16.4% | +47.8% | +47.0% |
| 10Y | +68.4% | +302.5% | -234.0% | +2.5% |
| All | +68.4% | +286.8% | -218.3% | +2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling