+67.7%
ASML vs DOV
+24.1%
+43.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.7% | -4.6% | -5.3% |
| 7D | -19.0% | -3.7% | -15.3% | -16.4% |
| 30D | -25.9% | +5.6% | -31.5% | -29.1% |
| 3M | -19.1% | -3.5% | -15.6% | -16.6% |
| 6M | -5.7% | -8.9% | +3.2% | +1.7% |
| YTD | +27.6% | +4.5% | +23.1% | +22.0% |
| 1Y | +30.8% | +13.9% | +16.9% | +15.9% |
| 3Y | +116.2% | +55.9% | +60.3% | +37.7% |
| 5Y | +67.7% | +25.8% | +41.9% | +26.5% |
| All | +67.7% | +24.1% | +43.6% | +26.5% |
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 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