+428.4%
AXP vs DOV
+333.6%
+94.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -0.6% | -0.7% | +0.1% | -0.3% |
| 30D | +5.0% | +12.3% | -7.3% | -3.9% |
| 3M | -4.2% | +1.2% | -5.4% | -5.6% |
| 6M | +2.9% | -3.1% | +6.0% | +3.7% |
| YTD | -11.6% | +9.4% | -21.0% | -19.8% |
| 1Y | -11.1% | +17.6% | -28.7% | -23.8% |
| 3Y | +116.7% | +66.5% | +50.2% | +38.8% |
| 5Y | +89.6% | +29.0% | +60.6% | +46.0% |
| 10Y | +428.4% | +329.8% | +98.6% | +96.1% |
| All | +428.4% | +333.6% | +94.8% | +96.1% |
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