-29.5%
AZO vs DOV
+11.5%
-41.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.4% |
| 7D | +0.7% | -2.7% | +3.4% | +1.1% |
| 30D | -2.7% | -8.1% | +5.4% | -1.6% |
| 3M | -3.2% | -9.4% | +6.2% | -2.4% |
| 6M | -19.7% | -12.6% | -7.1% | -18.6% |
| YTD | -12.0% | -0.5% | -11.6% | -10.9% |
| 1Y | -29.5% | +9.2% | -38.8% | -25.8% |
| All | -29.5% | +11.5% | -41.0% | -25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling