+212.9%
WBD vs DOV
+50.8%
+162.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -11.3% | +25.1% | +19.9% |
| 7D | +13.8% | -11.3% | +25.1% | +19.9% |
| 30D | +13.8% | -11.3% | +25.1% | +19.9% |
| 3M | +13.8% | -11.3% | +25.1% | +19.9% |
| 6M | +13.3% | -6.4% | +19.7% | +14.0% |
| YTD | +7.4% | -1.3% | +8.7% | +2.4% |
| 1Y | +63.0% | +16.0% | +47.0% | +35.6% |
| All | +212.9% | +50.8% | +162.1% | +72.4% |
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 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