+169.7%
WAB vs DOV
+65.2%
+104.5%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.3% |
| 7D | +7.9% | +3.4% | +4.5% | +5.6% |
| 30D | +4.9% | +8.8% | -3.9% | -0.5% |
| 3M | +1.8% | +0.9% | +0.8% | +1.2% |
| 6M | +12.0% | -2.8% | +14.8% | +13.7% |
| YTD | +41.3% | +8.1% | +33.2% | +33.8% |
| 1Y | +43.8% | +15.2% | +28.6% | +30.8% |
| All | +169.7% | +65.2% | +104.5% | +112.6% |
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