+66.1%
T vs DOV
+19.9%
+46.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -1.5% | +2.5% | -4.1% | -1.9% |
| 30D | +7.6% | -7.5% | +15.1% | +8.8% |
| 3M | +15.3% | -9.7% | +25.0% | +16.8% |
| 6M | -8.5% | -6.1% | -2.4% | -8.0% |
| YTD | +6.8% | +0.5% | +6.3% | +6.0% |
| 1Y | -7.2% | +10.5% | -17.8% | -9.6% |
| 3Y | +108.2% | +41.7% | +66.6% | +86.5% |
| 5Y | +66.1% | +18.4% | +47.6% | +47.7% |
| All | +66.1% | +19.9% | +46.1% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling