+638.0%
XYZ vs DOV
+361.0%
+277.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.5% | -0.9% | -0.2% |
| 7D | +14.9% | -1.4% | +16.3% | +16.2% |
| 30D | +14.7% | +12.8% | +1.9% | +2.9% |
| 3M | +12.1% | +1.1% | +11.0% | +10.2% |
| 6M | +18.3% | -2.6% | +20.9% | +18.5% |
| YTD | +36.1% | +9.9% | +26.2% | +20.5% |
| 1Y | +35.3% | +19.3% | +16.0% | +10.7% |
| 3Y | +73.5% | +68.4% | +5.1% | +4.5% |
| 5Y | -61.6% | +29.1% | -90.8% | -70.3% |
| 10Y | +638.0% | +340.2% | +297.8% | +172.8% |
| All | +638.0% | +361.0% | +277.0% | +172.8% |
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