+24.3%
BMY vs DOV
+16.3%
+8.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.2% |
| 7D | -4.8% | +1.3% | -6.1% | -5.0% |
| 30D | -0.7% | -8.6% | +8.0% | +0.7% |
| 3M | +15.3% | -13.1% | +28.5% | +17.6% |
| 6M | +8.5% | -8.8% | +17.4% | +9.7% |
| YTD | +23.4% | -1.2% | +24.7% | +23.2% |
| 1Y | +42.9% | +10.7% | +32.2% | +40.1% |
| 3Y | +22.0% | +39.3% | -17.3% | +14.1% |
| 5Y | +24.3% | +16.4% | +7.9% | +18.1% |
| All | +24.3% | +16.3% | +8.0% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling