+209.8%
W vs DOV
+309.3%
-99.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.5% | +0.1% | +0.3% |
| 7D | +3.3% | -1.4% | +4.7% | +4.8% |
| 30D | +10.5% | +12.8% | -2.3% | -1.7% |
| 3M | +9.6% | +1.1% | +8.5% | +8.0% |
| 6M | +76.4% | -2.6% | +79.0% | +80.2% |
| YTD | +16.4% | +9.9% | +6.5% | +3.7% |
| 1Y | +9.3% | +19.3% | -10.0% | -10.2% |
| 3Y | +172.8% | +68.4% | +104.4% | +73.2% |
| 5Y | -53.4% | +29.1% | -82.5% | -61.4% |
| 10Y | +243.6% | +340.2% | -96.5% | +35.8% |
| All | +209.8% | +309.3% | -99.5% | +18.1% |
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