+8,268.6%
WFC vs DOV
+6,499.6%
+1,769.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.3% | +0.8% |
| 7D | +1.7% | +3.4% | -1.7% | -0.3% |
| 30D | +6.8% | +8.8% | -2.0% | +1.5% |
| 3M | -3.0% | +0.9% | -3.9% | -3.9% |
| 6M | +15.4% | -2.8% | +18.3% | +16.1% |
| YTD | -5.9% | +8.1% | -14.0% | -11.7% |
| 1Y | +1.7% | +15.2% | -13.6% | -8.2% |
| 3Y | +124.9% | +64.5% | +60.4% | +62.4% |
| 5Y | +90.5% | +28.9% | +61.6% | +57.5% |
| 10Y | +117.8% | +328.7% | -210.9% | -9.1% |
| All | +8,268.6% | +6,499.6% | +1,769.1% | +864.5% |
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