+215.4%
ADSK vs DOV
+300.2%
-84.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.1% |
| 7D | -2.5% | -2.0% | -0.5% | -1.5% |
| 30D | -14.9% | -8.9% | -6.0% | -10.4% |
| 3M | +3.3% | -13.3% | +16.6% | +10.8% |
| 6M | -15.7% | -9.7% | -6.0% | -13.1% |
| YTD | -28.2% | -2.5% | -25.8% | -29.9% |
| 1Y | -34.5% | +7.2% | -41.8% | -40.2% |
| 3Y | -2.9% | +39.4% | -42.3% | -26.5% |
| 5Y | -25.3% | +15.8% | -41.2% | -37.0% |
| All | +215.4% | +300.2% | -84.8% | +45.9% |
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 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