-68.9%
XYZ vs DOV
+17.7%
-86.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.7% |
| 7D | -1.0% | -2.7% | +1.7% | +1.9% |
| 30D | -1.7% | -8.1% | +6.4% | +7.2% |
| 3M | +16.7% | -9.4% | +26.2% | +26.9% |
| 6M | +26.9% | -12.6% | +39.5% | +41.3% |
| YTD | +27.1% | -0.5% | +27.6% | +20.8% |
| 1Y | +9.3% | +9.2% | 0.0% | -8.6% |
| 3Y | +42.3% | +34.1% | +8.2% | -11.0% |
| All | -68.9% | +17.7% | -86.6% | -78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling