-6.5%
U vs DOV
+8.9%
-15.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.2% |
| 7D | +4.4% | +1.3% | +3.0% | +4.2% |
| 30D | -1.3% | -8.6% | +7.4% | -0.1% |
| 3M | +49.6% | -13.1% | +62.7% | +51.5% |
| 6M | +100.2% | -8.8% | +109.0% | +99.2% |
| YTD | -3.7% | -1.2% | -2.5% | -8.6% |
| 1Y | -6.5% | +10.7% | -17.2% | -13.5% |
| All | -6.5% | +8.9% | -15.4% | -13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling