+39,538.7%
AZO vs DOV
+5,092.0%
+34,446.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.8% |
| 7D | -0.8% | +1.3% | -2.1% | -1.2% |
| 30D | -5.1% | -8.6% | +3.5% | -2.2% |
| 3M | -7.2% | -13.1% | +5.9% | -3.2% |
| 6M | -20.7% | -8.8% | -11.9% | -18.8% |
| YTD | -14.2% | -1.2% | -12.9% | -14.5% |
| 1Y | -32.2% | +10.7% | -42.9% | -35.3% |
| 3Y | +11.1% | +39.3% | -28.1% | -4.1% |
| 5Y | +87.6% | +16.4% | +71.1% | +69.8% |
| 10Y | +302.9% | +302.5% | +0.5% | +135.3% |
| All | +39,538.7% | +5,092.0% | +34,446.8% | +8,728.0% |
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