+15.8%
BABA vs DOV
+361.0%
-345.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.5% | -8.2% | -5.6% |
| 7D | +3.8% | -1.4% | +5.2% | +4.2% |
| 30D | -5.4% | +12.8% | -18.2% | -10.3% |
| 3M | -17.9% | +1.1% | -19.1% | -18.7% |
| 6M | -24.1% | -2.6% | -21.4% | -24.0% |
| YTD | -27.4% | +9.9% | -37.3% | -31.4% |
| 1Y | -36.1% | +19.3% | -55.4% | -41.8% |
| 3Y | +35.4% | +68.4% | -33.0% | +4.5% |
| 5Y | -30.1% | +29.1% | -59.2% | -40.6% |
| 10Y | +15.8% | +340.2% | -324.3% | -29.4% |
| All | +15.8% | +361.0% | -345.1% | -29.4% |
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