+448.7%
AXP vs DOV
+342.9%
+105.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.7% |
| 7D | +0.6% | -1.9% | +2.5% | +1.9% |
| 30D | +5.8% | +8.3% | -2.4% | -0.4% |
| 3M | -6.0% | -3.1% | -3.0% | -4.3% |
| 6M | +0.3% | -9.8% | +10.1% | +6.7% |
| YTD | -12.3% | +5.2% | -17.4% | -18.0% |
| 1Y | -11.2% | +15.3% | -26.6% | -22.8% |
| 3Y | +117.0% | +58.8% | +58.3% | +44.2% |
| 5Y | +93.2% | +26.6% | +66.6% | +50.8% |
| All | +448.7% | +342.9% | +105.8% | +102.6% |
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