-68.3%
U vs DOV
+16.3%
-84.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +1.3% |
| 7D | +4.4% | +1.3% | +3.0% | +2.9% |
| 30D | -1.3% | -8.6% | +7.4% | +8.4% |
| 3M | +49.6% | -13.1% | +62.7% | +70.6% |
| 6M | +100.2% | -8.8% | +109.0% | +110.2% |
| YTD | -3.7% | -1.2% | -2.5% | -9.9% |
| 1Y | -6.5% | +10.7% | -17.2% | -25.3% |
| 3Y | +12.9% | +39.3% | -26.4% | -35.1% |
| 5Y | -68.3% | +16.4% | -84.7% | -77.7% |
| All | -68.3% | +16.3% | -84.6% | -77.7% |
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