+52.9%
WAT vs DOV
+42.3%
+10.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -2.1% |
| 7D | -0.7% | +2.5% | -3.3% | -2.2% |
| 30D | -1.0% | -7.5% | +6.5% | +3.5% |
| 3M | +10.9% | -9.7% | +20.6% | +16.7% |
| 6M | +33.2% | -6.1% | +39.3% | +35.9% |
| YTD | +6.1% | +0.5% | +5.6% | +3.0% |
| 1Y | +30.2% | +10.5% | +19.7% | +18.3% |
| 3Y | +52.9% | +41.7% | +11.2% | +11.8% |
| All | +52.9% | +42.3% | +10.6% | +11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling