+377.9%
TPR vs DOV
+341.2%
+36.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.7% | -1.6% |
| 7D | +14.2% | -1.9% | +16.1% | +15.5% |
| 30D | +17.1% | +8.3% | +8.8% | +8.4% |
| 3M | -17.7% | -3.1% | -14.7% | -16.1% |
| 6M | -10.2% | -9.8% | -0.4% | -2.8% |
| YTD | +4.9% | +5.2% | -0.3% | -1.9% |
| 1Y | +36.1% | +15.3% | +20.8% | +17.0% |
| 3Y | +416.5% | +58.8% | +357.7% | +218.8% |
| 5Y | +254.8% | +26.6% | +228.2% | +169.1% |
| All | +377.9% | +341.2% | +36.7% | +85.0% |
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