+167.9%
WAT vs DOV
+286.8%
-118.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.4% |
| 7D | -1.8% | +1.3% | -3.1% | -2.5% |
| 30D | -1.7% | -8.6% | +7.0% | +3.1% |
| 3M | +9.1% | -13.1% | +22.2% | +16.8% |
| 6M | +32.4% | -8.8% | +41.2% | +37.5% |
| YTD | +6.6% | -1.2% | +7.8% | +5.7% |
| 1Y | +34.7% | +10.7% | +24.0% | +25.0% |
| 3Y | +53.6% | +39.3% | +14.3% | +25.5% |
| 5Y | -4.1% | +16.4% | -20.5% | -15.4% |
| 10Y | +167.9% | +302.5% | -134.6% | +42.6% |
| All | +167.9% | +286.8% | -118.9% | +42.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling