+1,534.9%
ASML vs DOV
+333.6%
+1,201.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | -2.9% | -0.7% | -2.1% | -2.1% |
| 30D | -15.2% | +12.3% | -27.5% | -21.7% |
| 3M | -12.9% | +1.2% | -14.1% | -13.5% |
| 6M | -5.0% | -3.1% | -2.0% | -3.0% |
| YTD | +41.8% | +9.4% | +32.4% | +32.9% |
| 1Y | +46.0% | +17.6% | +28.4% | +29.8% |
| 3Y | +133.5% | +66.5% | +66.9% | +60.7% |
| 5Y | +93.0% | +29.0% | +64.0% | +57.1% |
| 10Y | +1,534.9% | +329.8% | +1,205.1% | +700.4% |
| All | +1,534.9% | +333.6% | +1,201.3% | +700.4% |
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