+1,359.8%
WDC vs DOV
+42.3%
+1,317.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.2% | +1.3% |
| 7D | +6.0% | +2.5% | +3.5% | +3.8% |
| 30D | +9.9% | -7.5% | +17.5% | +17.5% |
| 3M | -9.4% | -9.7% | +0.3% | -1.0% |
| 6M | +94.7% | -6.1% | +100.8% | +106.8% |
| YTD | +177.4% | +0.5% | +176.9% | +178.6% |
| 1Y | +412.6% | +10.5% | +402.1% | +375.1% |
| 3Y | +1,359.8% | +41.7% | +1,318.1% | +1,176.2% |
| All | +1,359.8% | +42.3% | +1,317.5% | +1,176.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling