+142.1%
WBD vs DOV
+37.0%
+105.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.1% |
| 7D | -0.7% | -2.0% | +1.2% | +0.5% |
| 30D | +1.4% | -8.9% | +10.3% | +7.5% |
| 3M | +4.4% | -13.3% | +17.7% | +13.4% |
| 6M | +0.8% | -9.7% | +10.5% | +5.1% |
| YTD | -2.7% | -2.5% | -0.3% | -5.8% |
| 1Y | +73.4% | +7.2% | +66.2% | +53.6% |
| 3Y | +142.1% | +39.4% | +102.7% | +41.5% |
| All | +142.1% | +37.0% | +105.1% | +41.5% |
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