+711.1%
AVGO vs DOV
+16.3%
+694.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | 0.0% |
| 7D | -0.8% | +1.3% | -2.1% | -1.7% |
| 30D | -13.7% | -8.6% | -5.1% | -8.5% |
| 3M | -6.9% | -13.1% | +6.2% | +1.6% |
| 6M | +5.8% | -8.8% | +14.6% | +11.1% |
| YTD | +5.7% | -1.2% | +6.9% | +3.9% |
| 1Y | +9.0% | +10.7% | -1.7% | -2.4% |
| 3Y | +340.5% | +39.3% | +301.2% | +233.9% |
| 5Y | +711.1% | +16.4% | +694.6% | +565.9% |
| All | +711.1% | +16.3% | +694.7% | +565.9% |
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