+991.6%
WDC vs DOV
+16.3%
+975.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +2.5% |
| 7D | +7.5% | +1.3% | +6.1% | +6.2% |
| 30D | +10.1% | -8.6% | +18.7% | +18.8% |
| 3M | -6.8% | -13.1% | +6.3% | +5.2% |
| 6M | +84.1% | -8.8% | +93.0% | +100.2% |
| YTD | +180.3% | -1.2% | +181.5% | +184.9% |
| 1Y | +411.1% | +10.7% | +400.4% | +370.0% |
| 3Y | +1,375.0% | +39.3% | +1,335.7% | +1,025.8% |
| 5Y | +991.6% | +16.4% | +975.1% | +791.9% |
| All | +991.6% | +16.3% | +975.2% | +791.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling