+386.0%
WDC vs DOV
+8.0%
+377.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.3% | -2.6% |
| 7D | +4.4% | -1.9% | +6.4% | +6.3% |
| 30D | +5.3% | -9.9% | +15.2% | +15.3% |
| 3M | -5.9% | -12.1% | +6.2% | +5.9% |
| 6M | +73.2% | -10.4% | +83.7% | +92.4% |
| YTD | +167.8% | -3.3% | +171.2% | +186.2% |
| 1Y | +386.0% | +7.8% | +378.2% | +401.5% |
| All | +386.0% | +8.0% | +377.9% | +401.5% |
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