+271.8%
WPM vs DOV
+38.7%
+233.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.6% |
| 7D | +3.9% | +1.3% | +2.5% | +3.4% |
| 30D | +17.7% | -8.6% | +26.3% | +21.1% |
| 3M | +39.4% | -13.1% | +52.6% | +45.6% |
| 6M | +6.4% | -8.8% | +15.2% | +9.5% |
| YTD | +34.0% | -1.2% | +35.2% | +35.8% |
| 1Y | +50.5% | +10.7% | +39.8% | +48.8% |
| All | +271.8% | +38.7% | +233.0% | +218.6% |
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 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