+422.3%
XLF vs DOV
+1,322.3%
-900.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.4% |
| 7D | 0.0% | -2.7% | +2.7% | +1.6% |
| 30D | +0.2% | -8.1% | +8.3% | +5.4% |
| 3M | +11.7% | -9.4% | +21.1% | +17.6% |
| 6M | +13.8% | -12.6% | +26.4% | +21.7% |
| YTD | +7.0% | -0.5% | +7.5% | +5.2% |
| 1Y | +9.1% | +9.2% | -0.1% | +0.5% |
| 3Y | +75.6% | +34.1% | +41.5% | +38.7% |
| 5Y | +66.4% | +17.3% | +49.2% | +40.6% |
| 10Y | +250.3% | +284.9% | -34.6% | +35.0% |
| All | +422.3% | +1,322.3% | -900.0% | -14.0% |
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