+137.3%
ADBE vs DOV
+325.7%
-188.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.6% | +3.0% | -1.4% | +0.2% |
| 30D | +1.0% | +8.6% | -7.6% | -3.1% |
| 3M | -10.1% | +1.9% | -12.0% | -11.4% |
| 6M | +3.0% | -1.7% | +4.6% | +2.2% |
| YTD | -30.5% | +8.3% | -38.9% | -35.4% |
| 1Y | -27.1% | +16.6% | -43.7% | -34.8% |
| 3Y | -58.8% | +65.1% | -123.9% | -70.0% |
| 5Y | -63.0% | +29.2% | -92.2% | -69.8% |
| All | +137.3% | +325.7% | -188.3% | +31.5% |
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