+203.4%
W vs DOV
+308.3%
-104.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.5% |
| 7D | -7.4% | -0.1% | -7.3% | -7.1% |
| 30D | +7.8% | +11.3% | -3.5% | -2.9% |
| 3M | +10.9% | +2.2% | +8.7% | +8.2% |
| 6M | +86.4% | -2.9% | +89.4% | +91.1% |
| YTD | +14.0% | +9.6% | +4.4% | +1.8% |
| 1Y | +3.5% | +16.7% | -13.1% | -13.1% |
| 3Y | +164.8% | +66.9% | +97.9% | +69.5% |
| 5Y | -53.1% | +32.0% | -85.1% | -61.7% |
| 10Y | +220.4% | +334.8% | -114.3% | +27.4% |
| All | +203.4% | +308.3% | -104.9% | +15.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling