+11,253.4%
WDC vs DOV
+6,514.7%
+4,738.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.1% |
| 7D | +12.1% | +3.0% | +9.1% | +10.2% |
| 30D | -18.8% | +8.6% | -27.4% | -22.6% |
| 3M | -39.3% | +1.9% | -41.2% | -39.8% |
| 6M | -40.1% | -1.7% | -38.5% | -39.2% |
| YTD | +71.8% | +8.3% | +63.5% | +64.9% |
| 1Y | +88.5% | +16.6% | +71.9% | +72.6% |
| 3Y | +770.0% | +65.1% | +704.9% | +542.9% |
| 5Y | +549.0% | +29.2% | +519.9% | +458.4% |
| 10Y | +650.3% | +329.7% | +320.6% | +220.7% |
| All | +11,253.4% | +6,514.7% | +4,738.7% | +1,341.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling