+145.1%
XRT vs DOV
+333.6%
-188.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | +4.1% | -0.7% | +4.8% | +4.5% |
| 30D | +9.9% | +12.3% | -2.3% | +2.2% |
| 3M | +2.3% | +1.2% | +1.1% | +1.2% |
| 6M | +9.6% | -3.1% | +12.6% | +10.5% |
| YTD | +9.1% | +9.4% | -0.2% | +1.3% |
| 1Y | +16.2% | +17.6% | -1.4% | +2.9% |
| 3Y | +60.1% | +66.5% | -6.5% | +11.4% |
| 5Y | -0.5% | +29.0% | -29.5% | -19.5% |
| 10Y | +145.1% | +329.8% | -184.7% | +15.9% |
| All | +145.1% | +333.6% | -188.4% | +15.9% |
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