+124.8%
AAPL vs DOV
+13.3%
+111.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.1% | +5.7% | +4.5% |
| 7D | -0.5% | -1.9% | +1.4% | +0.3% |
| 30D | +7.1% | -9.9% | +17.0% | +12.3% |
| 3M | +12.1% | -12.1% | +24.2% | +18.1% |
| 6M | +25.4% | -10.4% | +35.9% | +30.1% |
| YTD | +20.5% | -3.3% | +23.8% | +19.6% |
| 1Y | +44.5% | +7.8% | +36.8% | +34.6% |
| 3Y | +85.8% | +36.3% | +49.4% | +46.6% |
| 5Y | +124.8% | +14.8% | +109.9% | +83.6% |
| All | +124.8% | +13.3% | +111.4% | +83.6% |
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