+1,557.1%
ASML vs DOV
+325.7%
+1,231.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.3% |
| 7D | +4.9% | +3.0% | +1.9% | +2.9% |
| 30D | -9.3% | +8.6% | -17.9% | -14.2% |
| 3M | -19.0% | +1.9% | -20.8% | -19.9% |
| 6M | -5.2% | -1.7% | -3.5% | -4.1% |
| YTD | +40.6% | +8.3% | +32.3% | +32.7% |
| 1Y | +47.5% | +16.6% | +30.9% | +32.0% |
| 3Y | +133.9% | +65.1% | +68.7% | +62.0% |
| 5Y | +83.8% | +29.2% | +54.6% | +49.7% |
| All | +1,557.1% | +325.7% | +1,231.4% | +724.0% |
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