+40.5%
W vs DOV
+42.3%
-1.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | -0.6% |
| 7D | +6.5% | +2.5% | +4.0% | +3.3% |
| 30D | -6.2% | -7.5% | +1.3% | +3.2% |
| 3M | +48.9% | -9.7% | +58.6% | +67.6% |
| 6M | +31.2% | -6.1% | +37.3% | +38.4% |
| YTD | -0.4% | +0.5% | -0.9% | -6.6% |
| 1Y | +14.8% | +10.5% | +4.3% | -7.1% |
| 3Y | +40.5% | +41.7% | -1.2% | -22.8% |
| All | +40.5% | +42.3% | -1.8% | -22.8% |
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