+1,156.2%
ABBV vs DOV
+445.6%
+710.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.4% | -1.7% |
| 7D | +0.4% | -2.7% | +3.0% | +1.1% |
| 30D | +4.2% | -8.1% | +12.3% | +6.6% |
| 3M | +14.8% | -9.4% | +24.2% | +17.6% |
| 6M | +10.3% | -12.6% | +22.9% | +13.8% |
| YTD | +14.9% | -0.5% | +15.4% | +13.7% |
| 1Y | +24.1% | +9.2% | +14.9% | +19.1% |
| 3Y | +91.9% | +34.1% | +57.8% | +69.8% |
| 5Y | +176.0% | +17.3% | +158.8% | +150.3% |
| 10Y | +502.9% | +284.9% | +218.0% | +258.4% |
| All | +1,156.2% | +445.6% | +710.5% | +562.3% |
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