+4,092.2%
WAB vs DOV
+2,708.3%
+1,383.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.1% |
| 7D | -3.2% | -2.7% | -0.5% | -1.6% |
| 30D | -4.4% | -8.1% | +3.6% | +0.6% |
| 3M | +7.9% | -9.4% | +17.3% | +14.1% |
| 6M | +8.7% | -12.6% | +21.3% | +17.6% |
| YTD | +33.0% | -0.5% | +33.5% | +32.7% |
| 1Y | +46.7% | +9.2% | +37.4% | +37.8% |
| 3Y | +153.0% | +34.1% | +118.9% | +108.2% |
| 5Y | +222.3% | +17.3% | +205.0% | +185.8% |
| 10Y | +291.0% | +284.9% | +6.1% | +76.0% |
| All | +4,092.2% | +2,708.3% | +1,383.9% | +774.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling