-2.0%
XRT vs DOV
+8.9%
-10.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.0% |
| 7D | -2.4% | +1.3% | -3.7% | -2.9% |
| 30D | -6.9% | -8.6% | +1.7% | -4.0% |
| 3M | -0.4% | -13.1% | +12.7% | +4.3% |
| 6M | +2.2% | -8.8% | +11.0% | +4.7% |
| YTD | -0.7% | -1.2% | +0.5% | -1.4% |
| 1Y | -2.0% | +10.7% | -12.7% | -4.0% |
| All | -2.0% | +8.9% | -10.9% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling