+219.1%
TER vs DOV
+19.9%
+199.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.2% |
| 7D | +11.0% | +2.5% | +8.4% | +8.1% |
| 30D | -1.9% | -7.5% | +5.6% | +6.4% |
| 3M | -0.7% | -9.7% | +9.0% | +10.9% |
| 6M | +36.4% | -6.1% | +42.5% | +48.6% |
| YTD | +92.4% | +0.5% | +92.0% | +96.9% |
| 1Y | +213.5% | +10.5% | +203.0% | +191.8% |
| 3Y | +277.2% | +41.7% | +235.5% | +171.9% |
| 5Y | +219.1% | +18.4% | +200.7% | +156.6% |
| All | +219.1% | +19.9% | +199.2% | +156.6% |
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 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