+2,761.7%
AVGO vs DOV
+296.6%
+2,465.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | +0.4% |
| 7D | +1.0% | -1.9% | +3.0% | +2.3% |
| 30D | -13.3% | -9.9% | -3.4% | -7.5% |
| 3M | -2.9% | -12.1% | +9.2% | +4.7% |
| 6M | +5.7% | -10.4% | +16.1% | +12.2% |
| YTD | +4.6% | -3.3% | +8.0% | +4.9% |
| 1Y | -1.6% | +7.8% | -9.4% | -9.1% |
| 3Y | +336.2% | +36.3% | +299.9% | +247.0% |
| 5Y | +695.6% | +14.8% | +680.8% | +594.8% |
| All | +2,761.7% | +296.6% | +2,465.1% | +1,436.8% |
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