+4,662.2%
AZN vs DOV
+4,057.4%
+604.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.3% |
| 7D | -3.1% | -1.9% | -1.2% | -2.6% |
| 30D | +0.6% | -9.9% | +10.4% | +3.2% |
| 3M | -10.8% | -12.1% | +1.3% | -8.1% |
| 6M | -18.1% | -10.4% | -7.7% | -16.2% |
| YTD | -12.3% | -3.3% | -8.9% | -12.0% |
| 1Y | -0.2% | +7.8% | -8.0% | -2.9% |
| 3Y | +23.4% | +36.3% | -13.0% | +11.5% |
| 5Y | +56.4% | +14.8% | +41.6% | +45.7% |
| 10Y | +225.7% | +294.0% | -68.3% | +112.3% |
| All | +4,662.2% | +4,057.4% | +604.9% | +1,782.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling