+16.7%
BABA vs DOV
+294.8%
-278.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.9% |
| 7D | -0.2% | +2.5% | -2.7% | -1.2% |
| 30D | -12.3% | -7.5% | -4.7% | -9.5% |
| 3M | -5.3% | -9.7% | +4.4% | -1.9% |
| 6M | -13.1% | -6.1% | -7.0% | -11.7% |
| YTD | -22.4% | +0.5% | -22.9% | -23.5% |
| 1Y | -19.5% | +10.5% | -30.0% | -24.2% |
| 3Y | +32.9% | +41.7% | -8.7% | +11.4% |
| 5Y | -29.9% | +18.4% | -48.3% | -37.9% |
| 10Y | +16.7% | +289.8% | -273.0% | -27.3% |
| All | +16.7% | +294.8% | -278.0% | -27.3% |
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