+61.0%
BMY vs DOV
+296.6%
-235.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.5% |
| 7D | -6.4% | -1.9% | -4.4% | -5.9% |
| 30D | +0.2% | -9.9% | +10.1% | +2.9% |
| 3M | +16.0% | -12.1% | +28.1% | +19.4% |
| 6M | +8.3% | -10.4% | +18.8% | +10.8% |
| YTD | +22.2% | -3.3% | +25.5% | +22.3% |
| 1Y | +41.7% | +7.8% | +33.9% | +37.6% |
| 3Y | +20.7% | +36.3% | -15.6% | +7.6% |
| 5Y | +23.9% | +14.8% | +9.1% | +14.6% |
| All | +61.0% | +296.6% | -235.6% | -0.7% |
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