+222.9%
WAB vs DOV
+16.3%
+206.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.2% |
| 7D | +0.2% | +1.3% | -1.1% | -0.7% |
| 30D | -4.6% | -8.6% | +4.1% | +1.5% |
| 3M | +5.6% | -13.1% | +18.8% | +15.9% |
| 6M | +13.8% | -8.8% | +22.6% | +20.6% |
| YTD | +31.9% | -1.2% | +33.1% | +32.0% |
| 1Y | +48.3% | +10.7% | +37.6% | +36.6% |
| 3Y | +167.1% | +39.3% | +127.9% | +105.1% |
| 5Y | +222.9% | +16.4% | +206.4% | +177.0% |
| All | +222.9% | +16.3% | +206.6% | +177.0% |
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 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