+303.5%
WDAY vs DOV
+626.7%
-323.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | +1.8% | +3.0% | -1.2% | +0.4% |
| 30D | +4.1% | +8.6% | -4.5% | -0.1% |
| 3M | -4.8% | +1.9% | -6.7% | -6.1% |
| 6M | +68.6% | -1.7% | +70.3% | +66.9% |
| YTD | -8.5% | +8.3% | -16.9% | -15.3% |
| 1Y | -12.1% | +16.6% | -28.7% | -21.6% |
| 3Y | -13.2% | +65.1% | -78.3% | -36.5% |
| 5Y | -33.7% | +29.2% | -62.9% | -45.8% |
| 10Y | +137.4% | +329.7% | -192.2% | +4.7% |
| All | +303.5% | +626.7% | -323.3% | +83.0% |
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 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