+440.3%
AXP vs DOV
+361.0%
+79.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.5% | -3.4% | -2.3% |
| 7D | -1.1% | -1.4% | +0.2% | -0.3% |
| 30D | +5.2% | +12.8% | -7.6% | -4.0% |
| 3M | -4.6% | +1.1% | -5.7% | -5.9% |
| 6M | +3.2% | -2.6% | +5.8% | +3.7% |
| YTD | -11.3% | +9.9% | -21.2% | -19.8% |
| 1Y | -11.0% | +19.3% | -30.3% | -24.5% |
| 3Y | +120.2% | +68.4% | +51.8% | +39.8% |
| 5Y | +91.7% | +29.1% | +62.6% | +47.5% |
| 10Y | +440.3% | +340.2% | +100.2% | +97.3% |
| All | +440.3% | +361.0% | +79.4% | +97.3% |
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