+281.4%
WMB vs DOV
+325.7%
-44.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +7.8% | +3.0% | +4.8% | +6.2% |
| 30D | -5.1% | +8.6% | -13.7% | -9.1% |
| 3M | -4.7% | +1.9% | -6.6% | -5.8% |
| 6M | -7.4% | -1.7% | -5.7% | -7.5% |
| YTD | +17.5% | +8.3% | +9.1% | +10.2% |
| 1Y | +19.5% | +16.6% | +2.9% | +7.6% |
| 3Y | +121.3% | +65.1% | +56.2% | +56.1% |
| 5Y | +200.5% | +29.2% | +171.4% | +140.1% |
| All | +281.4% | +325.7% | -44.3% | +50.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling