-71.5%
U vs DOV
+28.5%
-100.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.7% |
| 7D | +24.4% | -0.7% | +25.1% | +24.1% |
| 30D | +7.4% | +12.3% | -4.9% | -6.2% |
| 3M | +16.8% | +1.2% | +15.6% | +13.6% |
| 6M | +78.8% | -3.1% | +81.8% | +78.1% |
| YTD | +14.0% | +9.4% | +4.6% | -5.6% |
| 1Y | +16.7% | +17.6% | -0.9% | -12.1% |
| 3Y | +86.4% | +66.5% | +19.8% | -15.4% |
| 5Y | -71.5% | +29.0% | -100.5% | -83.3% |
| All | -71.5% | +28.5% | -100.0% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling