+247.2%
AMAT vs DOV
+17.7%
+229.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.0% |
| 3M | -9.3% | -9.4% | +0.1% | -0.3% |
| 6M | +27.4% | -12.6% | +40.0% | +44.8% |
| YTD | +77.6% | -0.5% | +78.0% | +79.2% |
| 1Y | +188.9% | +9.2% | +179.7% | +166.9% |
| 3Y | +202.3% | +34.1% | +168.2% | +127.9% |
| All | +247.2% | +17.7% | +229.5% | +175.8% |
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