+1,228.2%
WDC vs DOV
+296.6%
+931.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.3% | -2.7% |
| 7D | +4.4% | -1.9% | +6.4% | +6.2% |
| 30D | +5.3% | -9.9% | +15.2% | +14.7% |
| 3M | -5.9% | -12.1% | +6.2% | +4.7% |
| 6M | +73.2% | -10.4% | +83.7% | +90.8% |
| YTD | +167.8% | -3.3% | +171.2% | +177.0% |
| 1Y | +386.0% | +7.8% | +378.2% | +357.0% |
| 3Y | +1,309.7% | +36.3% | +1,273.4% | +991.3% |
| 5Y | +957.1% | +14.8% | +942.3% | +829.8% |
| All | +1,228.2% | +296.6% | +931.6% | +522.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling