+12.4%
U vs DOV
+41.1%
-28.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.7% | +1.9% |
| 7D | +4.5% | +2.5% | +1.9% | +2.4% |
| 30D | -0.6% | -7.5% | +6.9% | +5.7% |
| 3M | +48.4% | -9.7% | +58.1% | +58.7% |
| 6M | +115.4% | -6.1% | +121.5% | +117.7% |
| YTD | -3.2% | +0.5% | -3.7% | -10.4% |
| 1Y | -6.0% | +10.5% | -16.6% | -22.2% |
| All | +12.4% | +41.1% | -28.7% | -34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling