-18.3%
ABT vs DOV
+8.0%
-26.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.5% |
| 7D | -5.0% | -1.9% | -3.1% | -4.8% |
| 30D | -5.8% | -9.9% | +4.1% | -4.6% |
| 3M | +16.7% | -12.1% | +28.9% | +18.2% |
| 6M | -5.2% | -10.4% | +5.2% | -4.4% |
| YTD | -16.0% | -3.3% | -12.7% | -15.5% |
| 1Y | -18.3% | +7.8% | -26.0% | -15.9% |
| All | -18.3% | +8.0% | -26.3% | -15.9% |
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 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