-5.9%
ABT vs DOV
+21.2%
-27.1%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +6.0% | +5.7% |
| 7D | +12.5% | +2.2% | +10.3% | +12.1% |
| 30D | +16.1% | +11.2% | +4.9% | +14.0% |
| 3M | +10.2% | +1.6% | +8.6% | +9.8% |
| 6M | +33.7% | -3.2% | +36.9% | +34.2% |
| YTD | -5.5% | +9.7% | -15.2% | -9.2% |
| 1Y | -5.9% | +20.5% | -26.4% | -14.2% |
| All | -5.9% | +21.2% | -27.1% | -14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling