-2.9%
ADSK vs DOV
+37.0%
-39.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | -2.5% | -2.0% | -0.5% | -1.9% |
| 30D | -14.9% | -8.9% | -6.0% | -12.3% |
| 3M | +3.3% | -13.3% | +16.6% | +7.6% |
| 6M | -15.7% | -9.7% | -6.0% | -14.6% |
| YTD | -28.2% | -2.5% | -25.8% | -30.7% |
| 1Y | -34.5% | +7.2% | -41.8% | -40.2% |
| 3Y | -2.9% | +39.4% | -42.3% | -25.2% |
| All | -2.9% | +37.0% | -39.9% | -25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling