+153.2%
AMAT vs DOV
+29.5%
+123.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.4% | -2.2% | -2.3% |
| 7D | +19.3% | +3.4% | +15.9% | +16.1% |
| 30D | -17.9% | +8.8% | -26.8% | -23.5% |
| 3M | -30.4% | +0.9% | -31.4% | -30.7% |
| 6M | -11.4% | -2.8% | -8.6% | -8.2% |
| YTD | +48.8% | +8.1% | +40.7% | +39.8% |
| 1Y | +66.0% | +15.2% | +50.8% | +47.2% |
| 3Y | +158.8% | +64.5% | +94.3% | +61.4% |
| 5Y | +153.2% | +28.9% | +124.3% | +90.7% |
| All | +153.2% | +29.5% | +123.7% | +90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling