-17.9%
WDAY vs DOV
+10.4%
-28.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | -0.7% |
| 7D | -7.4% | +1.3% | -8.7% | -7.0% |
| 30D | +1.0% | -8.6% | +9.7% | -1.7% |
| 3M | +32.7% | -13.1% | +45.8% | +27.1% |
| 6M | +25.6% | -8.8% | +34.4% | +21.1% |
| YTD | -13.4% | -1.2% | -12.1% | -18.9% |
| All | -17.9% | +10.4% | -28.2% | -24.0% |
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