+263,909.3%
AMZN vs DOV
+1,648.5%
+262,260.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.7% |
| 7D | -3.0% | -2.7% | -0.3% | -1.6% |
| 30D | -5.2% | -8.1% | +2.9% | -0.9% |
| 3M | +1.9% | -9.4% | +11.3% | +6.7% |
| 6M | +19.2% | -12.6% | +31.8% | +26.7% |
| YTD | +12.0% | -0.5% | +12.5% | +10.4% |
| 1Y | +9.7% | +9.2% | +0.4% | +2.3% |
| 3Y | +87.2% | +34.1% | +53.0% | +54.5% |
| 5Y | +48.7% | +17.3% | +31.4% | +31.6% |
| 10Y | +569.3% | +284.9% | +284.4% | +176.8% |
| All | +263,909.3% | +1,648.5% | +262,260.9% | +23,343.3% |
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