+29,154.7%
WM vs DOV
+6,281.9%
+22,872.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.7% | +5.9% | +2.5% |
| 7D | +4.5% | -3.7% | +8.2% | +5.6% |
| 30D | +16.1% | +5.6% | +10.5% | +14.1% |
| 3M | +8.0% | -3.5% | +11.5% | +8.9% |
| 6M | +8.4% | -8.9% | +17.3% | +10.6% |
| YTD | +11.2% | +4.5% | +6.7% | +8.6% |
| 1Y | +22.3% | +13.9% | +8.4% | +16.4% |
| 3Y | +50.2% | +55.9% | -5.6% | +27.7% |
| 5Y | +63.3% | +25.8% | +37.5% | +45.8% |
| 10Y | +355.0% | +348.8% | +6.3% | +174.2% |
| All | +29,154.7% | +6,281.9% | +22,872.8% | +10,675.1% |
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