+533.2%
XYZ vs DOV
+342.8%
+190.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.5% |
| 7D | -1.0% | -2.7% | +1.7% | +1.3% |
| 30D | -1.7% | -8.1% | +6.4% | +5.2% |
| 3M | +16.7% | -9.4% | +26.2% | +24.9% |
| 6M | +26.9% | -12.6% | +39.5% | +38.6% |
| YTD | +27.1% | -0.5% | +27.6% | +23.9% |
| 1Y | +9.3% | +9.2% | 0.0% | -2.6% |
| 3Y | +42.3% | +34.1% | +8.2% | +8.4% |
| 5Y | -69.3% | +17.3% | -86.6% | -73.6% |
| 10Y | +586.8% | +284.9% | +301.9% | +198.4% |
| All | +533.2% | +342.8% | +190.4% | +158.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling