+188.9%
AMAT vs DOV
+11.5%
+177.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.5% |
| 7D | -1.5% | -2.7% | +1.2% | +0.9% |
| 30D | -14.8% | -8.1% | -6.7% | -8.3% |
| 3M | -9.3% | -9.4% | +0.1% | -0.2% |
| 6M | +27.4% | -12.6% | +40.0% | +42.4% |
| YTD | +77.6% | -0.5% | +78.0% | +86.5% |
| 1Y | +188.9% | +9.2% | +179.7% | +205.1% |
| All | +188.9% | +11.5% | +177.4% | +205.1% |
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