+57.3%
WULF vs DOV
+8.6%
+48.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.0% |
| 7D | +1.4% | -2.0% | +3.4% | +3.1% |
| 30D | -2.6% | -8.9% | +6.3% | +4.3% |
| 3M | -34.0% | -13.3% | -20.7% | -27.7% |
| 6M | +10.0% | -9.7% | +19.6% | +18.2% |
| YTD | +45.7% | -2.5% | +48.1% | +60.6% |
| 1Y | +57.3% | +7.2% | +50.1% | +76.1% |
| All | +57.3% | +8.6% | +48.7% | +76.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling