+124.8%
XRT vs DOV
+286.8%
-162.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.6% |
| 7D | -2.4% | +1.3% | -3.7% | -3.2% |
| 30D | -6.9% | -8.6% | +1.7% | -1.7% |
| 3M | -0.4% | -13.1% | +12.7% | +7.8% |
| 6M | +2.2% | -8.8% | +11.0% | +6.8% |
| YTD | -0.7% | -1.2% | +0.5% | -1.5% |
| 1Y | -2.0% | +10.7% | -12.7% | -10.0% |
| 3Y | +41.0% | +39.3% | +1.7% | +10.6% |
| 5Y | -3.3% | +16.4% | -19.7% | -16.3% |
| 10Y | +124.8% | +302.5% | -177.6% | +10.9% |
| All | +124.8% | +286.8% | -162.0% | +10.9% |
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