+108.6%
ASML vs DOV
+17.7%
+90.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.2% | +3.4% |
| 7D | +1.1% | -2.7% | +3.8% | +3.4% |
| 30D | +2.2% | -8.1% | +10.3% | +9.6% |
| 3M | -2.3% | -9.4% | +7.1% | +5.7% |
| 6M | +23.0% | -12.6% | +35.6% | +37.3% |
| YTD | +61.1% | -0.5% | +61.5% | +60.4% |
| 1Y | +129.1% | +9.2% | +119.9% | +108.7% |
| 3Y | +165.4% | +34.1% | +131.2% | +94.3% |
| All | +108.6% | +17.7% | +90.8% | +59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling