+113.2%
WDC vs DOV
+21.2%
+92.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.4% | -6.3% | -6.4% |
| 7D | -18.3% | +2.2% | -20.6% | -20.3% |
| 30D | -26.7% | +11.2% | -37.8% | -34.0% |
| 3M | -40.9% | +1.6% | -42.5% | -41.9% |
| 6M | -26.8% | -3.2% | -23.5% | -23.5% |
| YTD | +88.2% | +9.7% | +78.4% | +72.2% |
| 1Y | +113.2% | +20.5% | +92.7% | +87.4% |
| All | +113.2% | +21.2% | +92.0% | +87.4% |
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 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