+148.0%
ADBE vs DOV
+296.6%
-148.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -1.4% |
| 7D | -12.9% | -1.9% | -11.0% | -12.2% |
| 30D | -5.6% | -9.9% | +4.2% | -1.3% |
| 3M | +6.6% | -12.1% | +18.7% | +12.1% |
| 6M | -9.6% | -10.4% | +0.9% | -6.9% |
| YTD | -28.9% | -3.3% | -25.6% | -30.0% |
| 1Y | -28.9% | +7.8% | -36.7% | -34.1% |
| 3Y | -55.6% | +36.3% | -91.9% | -64.2% |
| 5Y | -62.2% | +14.8% | -77.0% | -67.2% |
| All | +148.0% | +296.6% | -148.6% | +42.4% |
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