+604.1%
ABBV vs DOV
+325.7%
+278.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +1.3% | +3.0% | -1.7% | +0.4% |
| 30D | +4.7% | +8.6% | -3.9% | +2.3% |
| 3M | +18.3% | +1.9% | +16.5% | +17.5% |
| 6M | +43.4% | -1.7% | +45.1% | +43.1% |
| YTD | +33.0% | +8.3% | +24.7% | +28.3% |
| 1Y | +30.8% | +16.6% | +14.3% | +23.4% |
| 3Y | +135.1% | +65.1% | +70.0% | +95.4% |
| 5Y | +201.2% | +29.2% | +172.1% | +166.0% |
| All | +604.1% | +325.7% | +278.5% | +384.2% |
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