+164.2%
XLB vs DOV
+325.7%
-161.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +0.5% | +3.0% | -2.5% | -1.2% |
| 30D | +5.2% | +8.6% | -3.4% | 0.0% |
| 3M | +0.3% | +1.9% | -1.6% | -1.1% |
| 6M | +1.2% | -1.7% | +2.8% | +1.3% |
| YTD | +16.6% | +8.3% | +8.3% | +9.5% |
| 1Y | +21.4% | +16.6% | +4.9% | +9.0% |
| 3Y | +43.2% | +65.1% | -21.9% | +0.8% |
| 5Y | +28.0% | +29.2% | -1.1% | +3.3% |
| All | +164.2% | +325.7% | -161.5% | +12.9% |
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