+26,336.4%
WM vs DOV
+5,976.9%
+20,359.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.5% |
| 7D | -0.3% | -2.7% | +2.4% | +0.5% |
| 30D | -2.4% | -8.1% | +5.7% | 0.0% |
| 3M | +0.4% | -9.4% | +9.8% | +2.9% |
| 6M | -9.5% | -12.6% | +3.1% | -6.6% |
| YTD | +0.5% | -0.5% | +1.0% | -0.3% |
| 1Y | -1.1% | +9.2% | -10.3% | -4.8% |
| 3Y | +46.0% | +34.1% | +11.9% | +29.8% |
| 5Y | +51.8% | +17.3% | +34.6% | +38.6% |
| 10Y | +307.5% | +284.9% | +22.6% | +156.3% |
| All | +26,336.4% | +5,976.9% | +20,359.5% | +9,791.6% |
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