+292.2%
WAB vs DOV
+300.2%
-7.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.4% |
| 7D | +0.1% | -2.0% | +2.1% | +1.6% |
| 30D | -4.1% | -8.9% | +4.8% | +2.8% |
| 3M | +8.2% | -13.3% | +21.4% | +19.6% |
| 6M | +15.4% | -9.7% | +25.1% | +23.7% |
| YTD | +33.1% | -2.5% | +35.6% | +34.3% |
| 1Y | +48.1% | +7.2% | +40.8% | +38.4% |
| 3Y | +167.7% | +39.4% | +128.3% | +100.2% |
| 5Y | +225.7% | +15.8% | +209.9% | +177.0% |
| All | +292.2% | +300.2% | -7.9% | +55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling