+14,183.4%
TER vs DOV
+5,976.9%
+8,206.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.5% | +4.8% |
| 7D | +0.6% | -2.7% | +3.3% | +2.8% |
| 30D | -8.3% | -8.1% | -0.2% | -2.2% |
| 3M | -12.2% | -9.4% | -2.8% | -5.0% |
| 6M | +17.1% | -12.6% | +29.7% | +32.1% |
| YTD | +84.7% | -0.5% | +85.1% | +89.3% |
| 1Y | +199.9% | +9.2% | +190.7% | +186.2% |
| 3Y | +232.8% | +34.1% | +198.6% | +174.3% |
| 5Y | +198.6% | +17.3% | +181.3% | +174.2% |
| 10Y | +1,669.7% | +284.9% | +1,384.8% | +538.6% |
| All | +14,183.4% | +5,976.9% | +8,206.5% | +1,093.3% |
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