+164.5%
XLB vs DOV
+286.8%
-122.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.1% |
| 7D | -2.9% | +1.3% | -4.3% | -3.7% |
| 30D | -3.4% | -8.6% | +5.3% | +1.8% |
| 3M | +1.6% | -13.1% | +14.7% | +9.7% |
| 6M | +3.6% | -8.8% | +12.5% | +8.3% |
| YTD | +14.2% | -1.2% | +15.5% | +13.6% |
| 1Y | +15.6% | +10.7% | +4.9% | +6.8% |
| 3Y | +33.1% | +39.3% | -6.2% | +4.7% |
| 5Y | +35.1% | +16.4% | +18.6% | +16.3% |
| 10Y | +164.5% | +302.5% | -137.9% | +20.4% |
| All | +164.5% | +286.8% | -122.3% | +20.4% |
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