+302.1%
WDAY vs DOV
+567.6%
-265.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.9% | -6.3% | -5.8% |
| 7D | -4.4% | -2.7% | -1.7% | -3.2% |
| 30D | +14.7% | -8.1% | +22.8% | +19.0% |
| 3M | +32.4% | -9.4% | +41.8% | +36.9% |
| 6M | +36.9% | -12.6% | +49.5% | +41.9% |
| YTD | -8.8% | -0.5% | -8.4% | -11.9% |
| 1Y | -15.3% | +9.2% | -24.5% | -22.3% |
| 3Y | -21.2% | +34.1% | -55.3% | -36.0% |
| 5Y | -29.5% | +17.3% | -46.8% | -39.5% |
| 10Y | +120.0% | +284.9% | -164.9% | +2.0% |
| All | +302.1% | +567.6% | -265.5% | +90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling