+197.1%
ABT vs DOV
+300.2%
-103.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.7% |
| 7D | -5.9% | -2.0% | -3.9% | -5.3% |
| 30D | -8.1% | -8.9% | +0.8% | -5.2% |
| 3M | +14.5% | -13.3% | +27.8% | +19.7% |
| 6M | -6.3% | -9.7% | +3.4% | -3.7% |
| YTD | -17.1% | -2.5% | -14.7% | -17.3% |
| 1Y | -21.4% | +7.2% | -28.6% | -24.4% |
| 3Y | +5.9% | +39.4% | -33.5% | -10.8% |
| 5Y | -12.8% | +15.8% | -28.6% | -22.3% |
| All | +197.1% | +300.2% | -103.0% | +80.2% |
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