+5,013.3%
WPM vs DOV
+1,163.2%
+3,850.1%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -3.6% | +3.0% | -6.6% | -4.8% |
| 30D | +1.4% | +8.6% | -7.2% | -2.2% |
| 3M | -0.2% | +1.9% | -2.0% | -1.1% |
| 6M | -7.3% | -1.7% | -5.6% | -6.9% |
| YTD | +12.3% | +8.3% | +4.0% | +8.1% |
| 1Y | +24.9% | +16.6% | +8.3% | +16.4% |
| 3Y | +210.4% | +65.1% | +145.2% | +139.9% |
| 5Y | +210.4% | +29.2% | +181.2% | +162.3% |
| 10Y | +731.7% | +329.7% | +402.0% | +231.6% |
| All | +5,013.3% | +1,163.2% | +3,850.1% | +927.5% |
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