+580.0%
XYZ vs DOV
+294.8%
+285.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -4.0% |
| 7D | +2.9% | +2.5% | +0.3% | +0.6% |
| 30D | +1.4% | -7.5% | +8.9% | +8.2% |
| 3M | +14.6% | -9.7% | +24.2% | +23.2% |
| 6M | +20.8% | -6.1% | +26.8% | +24.4% |
| YTD | +23.1% | +0.5% | +22.6% | +18.7% |
| 1Y | +5.6% | +10.5% | -4.9% | -7.3% |
| 3Y | +50.9% | +41.7% | +9.2% | +7.9% |
| 5Y | -68.6% | +18.4% | -87.0% | -73.5% |
| 10Y | +580.0% | +289.8% | +290.2% | +193.0% |
| All | +580.0% | +294.8% | +285.2% | +193.0% |
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 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