+47.4%
TER vs DOV
+15.9%
+31.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.7% |
| 7D | +14.4% | +3.0% | +11.4% | +10.2% |
| 30D | -30.6% | +8.6% | -39.2% | -37.3% |
| 3M | -39.2% | +1.9% | -41.0% | -40.1% |
| 6M | -31.3% | -1.7% | -29.6% | -28.3% |
| YTD | +29.1% | +8.3% | +20.7% | +24.0% |
| 1Y | +47.4% | +16.6% | +30.9% | +31.6% |
| All | +47.4% | +15.9% | +31.5% | +31.6% |
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