+27.3%
WAT vs DOV
+21.2%
+6.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -1.9% | +2.2% | -4.2% | -2.7% |
| 30D | +6.2% | +11.2% | -4.9% | +2.5% |
| 3M | +18.1% | +1.6% | +16.5% | +17.4% |
| 6M | +54.9% | -3.2% | +58.1% | +56.7% |
| YTD | +23.1% | +9.7% | +13.4% | +12.7% |
| 1Y | +27.3% | +20.5% | +6.8% | +6.4% |
| All | +27.3% | +21.2% | +6.1% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling