-26.6%
U vs DOV
+95.9%
-122.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +2.3% |
| 7D | +2.8% | +3.4% | -0.6% | -0.2% |
| 30D | +7.6% | +8.8% | -1.2% | -1.3% |
| 3M | +12.7% | +0.9% | +11.7% | +10.3% |
| 6M | +87.0% | -2.8% | +89.8% | +86.1% |
| YTD | +13.6% | +8.1% | +5.5% | -1.3% |
| 1Y | +25.3% | +15.2% | +10.0% | +1.6% |
| 3Y | +85.8% | +64.5% | +21.2% | +5.3% |
| 5Y | -74.5% | +28.9% | -103.4% | -84.2% |
| All | -26.6% | +95.9% | -122.4% | -46.6% |
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 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