+1,854.5%
AXON vs DOV
+294.8%
+1,559.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.5% |
| 7D | -2.5% | +2.5% | -5.0% | -3.7% |
| 30D | -11.5% | -7.5% | -4.0% | -7.8% |
| 3M | +7.3% | -9.7% | +17.0% | +12.0% |
| 6M | -11.9% | -6.1% | -5.9% | -10.7% |
| YTD | -11.0% | +0.5% | -11.5% | -13.6% |
| 1Y | -31.8% | +10.5% | -42.3% | -37.4% |
| 3Y | +135.4% | +41.7% | +93.7% | +84.5% |
| 5Y | +176.9% | +18.4% | +158.4% | +136.1% |
| 10Y | +1,854.5% | +289.8% | +1,564.7% | +799.2% |
| All | +1,854.5% | +294.8% | +1,559.7% | +799.2% |
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 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