+311.2%
TPR vs DOV
+294.8%
+16.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.7% | -4.6% |
| 7D | -3.4% | +2.5% | -5.9% | -5.5% |
| 30D | -27.3% | -7.5% | -19.8% | -22.1% |
| 3M | -16.2% | -9.7% | -6.6% | -9.0% |
| 6M | -17.9% | -6.1% | -11.8% | -13.9% |
| YTD | -7.1% | +0.5% | -7.6% | -8.7% |
| 1Y | +13.6% | +10.5% | +3.1% | +1.7% |
| 3Y | +293.7% | +41.7% | +252.1% | +174.5% |
| 5Y | +239.1% | +18.4% | +220.6% | +176.7% |
| 10Y | +311.2% | +289.8% | +21.4% | +64.7% |
| All | +311.2% | +294.8% | +16.4% | +64.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling