+1,600.6%
ASML vs DOV
+330.7%
+1,269.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.6% |
| 7D | +2.5% | -0.1% | +2.7% | +2.9% |
| 30D | -12.2% | +11.3% | -23.5% | -18.4% |
| 3M | -14.6% | +2.2% | -16.8% | -15.8% |
| 6M | -1.7% | -2.9% | +1.2% | +0.3% |
| YTD | +44.3% | +9.6% | +34.7% | +35.0% |
| 1Y | +51.0% | +16.7% | +34.3% | +35.0% |
| 3Y | +137.6% | +66.9% | +70.7% | +63.3% |
| 5Y | +92.7% | +32.0% | +60.7% | +54.7% |
| All | +1,600.6% | +330.7% | +1,269.9% | +738.5% |
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 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