+86.7%
ABBV vs DOV
+38.7%
+48.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.1% |
| 7D | -4.1% | +1.3% | -5.5% | -4.3% |
| 30D | +1.2% | -8.6% | +9.8% | +2.5% |
| 3M | +12.1% | -13.1% | +25.2% | +14.3% |
| 6M | +12.0% | -8.8% | +20.8% | +13.0% |
| YTD | +12.4% | -1.2% | +13.6% | +11.3% |
| 1Y | +22.9% | +10.7% | +12.2% | +18.7% |
| All | +86.7% | +38.7% | +48.0% | +68.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling