+4,316.0%
WAB vs DOV
+2,956.8%
+1,359.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -1.0% |
| 7D | +5.1% | +3.0% | +2.1% | +3.2% |
| 30D | +4.0% | +8.6% | -4.6% | -1.0% |
| 3M | +0.1% | +1.9% | -1.8% | -1.0% |
| 6M | +12.8% | -1.7% | +14.5% | +13.5% |
| YTD | +40.1% | +8.3% | +31.7% | +32.8% |
| 1Y | +46.4% | +16.6% | +29.8% | +32.7% |
| 3Y | +167.4% | +65.1% | +102.2% | +94.0% |
| 5Y | +215.0% | +29.2% | +185.9% | +163.6% |
| 10Y | +269.2% | +329.7% | -60.5% | +56.2% |
| All | +4,316.0% | +2,956.8% | +1,359.2% | +774.6% |
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 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