+272,232.7%
AMZN vs DOV
+1,803.2%
+270,429.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +2.8% | +3.0% | -0.2% | +1.2% |
| 30D | +5.0% | +8.6% | -3.6% | +0.3% |
| 3M | +0.6% | +1.9% | -1.3% | -0.8% |
| 6M | -1.3% | -1.7% | +0.4% | -1.4% |
| YTD | +15.5% | +8.3% | +7.2% | +8.6% |
| 1Y | +12.2% | +16.6% | -4.3% | +1.2% |
| 3Y | +87.0% | +65.1% | +21.9% | +37.9% |
| 5Y | +51.3% | +29.2% | +22.1% | +26.9% |
| 10Y | +621.7% | +329.7% | +292.0% | +182.4% |
| All | +272,232.7% | +1,803.2% | +270,429.5% | +22,941.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling