+142.1%
WEC vs DOV
+296.6%
-154.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.4% | -0.2% |
| 7D | -1.3% | -1.9% | +0.7% | -0.8% |
| 30D | -0.4% | -9.9% | +9.5% | +2.1% |
| 3M | -6.8% | -12.1% | +5.3% | -4.1% |
| 6M | -6.4% | -10.4% | +4.0% | -4.4% |
| YTD | +2.5% | -3.3% | +5.8% | +2.6% |
| 1Y | -0.4% | +7.8% | -8.2% | -3.3% |
| 3Y | +38.5% | +36.3% | +2.2% | +23.5% |
| 5Y | +31.7% | +14.8% | +16.9% | +21.2% |
| All | +142.1% | +296.6% | -154.5% | +84.3% |
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