+468.3%
WELL vs DOV
+333.4%
+134.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +0.1% | -0.1% | +0.2% | 0.0% |
| 30D | +7.8% | +11.3% | -3.5% | +2.0% |
| 3M | +10.2% | +2.2% | +8.1% | +8.6% |
| 6M | +16.4% | -2.9% | +19.3% | +16.7% |
| YTD | +35.2% | +9.6% | +25.6% | +26.5% |
| 1Y | +30.5% | +16.7% | +13.8% | +17.8% |
| 3Y | +206.1% | +66.9% | +139.2% | +114.0% |
| 5Y | +228.3% | +32.0% | +196.3% | +159.6% |
| 10Y | +468.3% | +334.8% | +133.6% | +217.7% |
| All | +468.3% | +333.4% | +134.9% | +217.7% |
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