+217.7%
WAB vs DOV
+29.5%
+188.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.2% |
| 7D | +7.9% | +3.4% | +4.5% | +5.5% |
| 30D | +4.9% | +8.8% | -3.9% | -1.0% |
| 3M | +1.8% | +0.9% | +0.8% | +1.1% |
| 6M | +12.0% | -2.8% | +14.8% | +13.7% |
| YTD | +41.3% | +8.1% | +33.2% | +32.9% |
| 1Y | +43.8% | +15.2% | +28.6% | +29.4% |
| 3Y | +171.1% | +64.5% | +106.5% | +84.4% |
| 5Y | +217.7% | +28.9% | +188.9% | +149.8% |
| All | +217.7% | +29.5% | +188.2% | +149.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling