+339.7%
AVGO vs DOV
+38.7%
+301.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.1% |
| 7D | -0.8% | +1.3% | -2.1% | -1.6% |
| 30D | -13.7% | -8.6% | -5.1% | -8.8% |
| 3M | -6.9% | -13.1% | +6.2% | +1.2% |
| 6M | +5.8% | -8.8% | +14.6% | +10.7% |
| YTD | +5.7% | -1.2% | +6.9% | +3.5% |
| 1Y | +9.0% | +10.7% | -1.7% | -3.0% |
| All | +339.7% | +38.7% | +301.0% | +238.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling