+8,627.7%
WFC vs DOV
+5,976.9%
+2,650.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.3% |
| 7D | +3.8% | -2.7% | +6.4% | +5.4% |
| 30D | +1.5% | -8.1% | +9.6% | +6.5% |
| 3M | +10.9% | -9.4% | +20.3% | +16.6% |
| 6M | +8.4% | -12.6% | +21.0% | +16.1% |
| YTD | -1.9% | -0.5% | -1.4% | -3.1% |
| 1Y | +12.3% | +9.2% | +3.1% | +4.4% |
| 3Y | +132.3% | +34.1% | +98.2% | +89.6% |
| 5Y | +130.1% | +17.3% | +112.8% | +101.3% |
| 10Y | +134.4% | +284.9% | -150.5% | +4.0% |
| All | +8,627.7% | +5,976.9% | +2,650.8% | +959.1% |
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