+1,395.4%
ASML vs DOV
+342.9%
+1,052.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.6% | +4.4% | +4.6% |
| 7D | -9.0% | -1.9% | -7.1% | -7.7% |
| 30D | -21.0% | +8.3% | -29.2% | -25.1% |
| 3M | -16.3% | -3.1% | -13.2% | -14.4% |
| 6M | -7.5% | -9.8% | +2.3% | -0.7% |
| YTD | +34.0% | +5.2% | +28.8% | +29.1% |
| 1Y | +39.3% | +15.3% | +24.0% | +25.6% |
| 3Y | +128.9% | +58.8% | +70.1% | +63.3% |
| 5Y | +76.1% | +26.6% | +49.5% | +45.7% |
| All | +1,395.4% | +342.9% | +1,052.5% | +692.7% |
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