+9.4%
AMZN vs DOV
+8.0%
+1.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.3% |
| 7D | -2.7% | -1.9% | -0.8% | -2.3% |
| 30D | -7.5% | -9.9% | +2.4% | -5.5% |
| 3M | +5.8% | -12.1% | +17.9% | +8.1% |
| 6M | +17.5% | -10.4% | +28.0% | +18.8% |
| YTD | +9.1% | -3.3% | +12.4% | +7.1% |
| 1Y | +9.4% | +7.8% | +1.6% | +4.5% |
| All | +9.4% | +8.0% | +1.3% | +4.5% |
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