+46.0%
WM vs DOV
+34.2%
+11.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.3% |
| 7D | -0.3% | -2.7% | +2.4% | -0.1% |
| 30D | -2.4% | -8.1% | +5.7% | -1.6% |
| 3M | +0.4% | -9.4% | +9.8% | +1.2% |
| 6M | -9.5% | -12.6% | +3.1% | -8.4% |
| YTD | +0.5% | -0.5% | +1.0% | 0.0% |
| 1Y | -1.1% | +9.2% | -10.3% | -2.7% |
| All | +46.0% | +34.2% | +11.8% | +41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling