+1,872.1%
T vs DOV
+5,976.9%
-4,104.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.9% | -2.2% |
| 7D | -1.3% | -2.7% | +1.4% | -0.5% |
| 30D | +11.4% | -8.1% | +19.4% | +14.1% |
| 3M | +14.3% | -9.4% | +23.7% | +17.2% |
| 6M | -9.3% | -12.6% | +3.3% | -6.3% |
| YTD | +7.1% | -0.5% | +7.6% | +6.2% |
| 1Y | -9.1% | +9.2% | -18.3% | -12.7% |
| 3Y | +105.3% | +34.1% | +71.2% | +81.3% |
| 5Y | +66.8% | +17.3% | +49.6% | +51.2% |
| 10Y | +66.8% | +284.9% | -218.1% | +2.2% |
| All | +1,872.1% | +5,976.9% | -4,104.8% | +386.0% |
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