+8,296.9%
WFC vs DOV
+6,514.7%
+1,782.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +2.5% | +3.0% | -0.5% | +0.7% |
| 30D | +7.0% | +8.6% | -1.6% | +1.8% |
| 3M | -1.8% | +1.9% | -3.6% | -3.2% |
| 6M | +18.4% | -1.7% | +20.1% | +18.2% |
| YTD | -5.6% | +8.3% | -13.9% | -11.5% |
| 1Y | +3.9% | +16.6% | -12.7% | -6.8% |
| 3Y | +126.3% | +65.1% | +61.2% | +63.1% |
| 5Y | +91.1% | +29.2% | +62.0% | +57.8% |
| 10Y | +118.5% | +329.7% | -211.1% | -8.9% |
| All | +8,296.9% | +6,514.7% | +1,782.2% | +866.5% |
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 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