+170.9%
WAB vs DOV
+42.3%
+128.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.1% |
| 7D | +1.7% | +2.5% | -0.9% | 0.0% |
| 30D | -2.4% | -7.5% | +5.1% | +2.5% |
| 3M | +9.7% | -9.7% | +19.4% | +16.6% |
| 6M | +16.5% | -6.1% | +22.6% | +20.8% |
| YTD | +33.7% | +0.5% | +33.2% | +32.6% |
| 1Y | +49.7% | +10.5% | +39.2% | +39.4% |
| 3Y | +170.9% | +41.7% | +129.2% | +125.0% |
| All | +170.9% | +42.3% | +128.7% | +125.0% |
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