+553.0%
AMZN vs DOV
+296.6%
+256.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.7% |
| 7D | -2.7% | -1.9% | -0.8% | -1.9% |
| 30D | -7.5% | -9.9% | +2.4% | -3.4% |
| 3M | +5.8% | -12.1% | +17.9% | +11.2% |
| 6M | +17.5% | -10.4% | +28.0% | +22.0% |
| YTD | +9.1% | -3.3% | +12.4% | +9.2% |
| 1Y | +9.4% | +7.8% | +1.6% | +4.0% |
| 3Y | +82.2% | +36.3% | +45.9% | +56.5% |
| 5Y | +45.2% | +14.8% | +30.4% | +30.8% |
| All | +553.0% | +296.6% | +256.4% | +321.4% |
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