+128.3%
WFC vs DOV
+16.3%
+112.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +3.0% |
| 7D | +0.4% | +1.3% | -0.9% | -0.4% |
| 30D | +2.5% | -8.6% | +11.1% | +8.0% |
| 3M | +10.0% | -13.1% | +23.1% | +18.7% |
| 6M | +15.1% | -8.8% | +23.9% | +20.0% |
| YTD | -2.2% | -1.2% | -1.0% | -3.6% |
| 1Y | +13.5% | +10.7% | +2.7% | +3.2% |
| 3Y | +135.2% | +39.3% | +95.9% | +81.6% |
| 5Y | +128.3% | +16.4% | +111.9% | +93.5% |
| All | +128.3% | +16.3% | +112.0% | +93.5% |
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