+8,630.0%
TER vs DOV
+6,322.5%
+2,307.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +2.1% |
| 7D | -20.5% | -1.9% | -18.6% | -19.1% |
| 30D | -47.0% | +8.3% | -55.3% | -50.0% |
| 3M | -43.3% | -3.1% | -40.2% | -41.8% |
| 6M | -42.9% | -9.8% | -33.1% | -37.6% |
| YTD | +12.9% | +5.2% | +7.7% | +11.1% |
| 1Y | +18.2% | +15.3% | +2.8% | +8.6% |
| 3Y | +151.8% | +58.8% | +93.0% | +83.4% |
| 5Y | +54.2% | +26.6% | +27.7% | +33.9% |
| 10Y | +908.2% | +351.6% | +556.6% | +225.3% |
| All | +8,630.0% | +6,322.5% | +2,307.4% | +600.6% |
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 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