+1,673.5%
BMY vs DOV
+6,514.7%
-4,841.2%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +2.1% | +3.0% | -0.9% | +1.3% |
| 30D | +7.0% | +8.6% | -1.6% | +4.6% |
| 3M | -0.9% | +1.9% | -2.7% | -1.6% |
| 6M | +14.9% | -1.7% | +16.6% | +14.8% |
| YTD | +22.8% | +8.3% | +14.5% | +19.3% |
| 1Y | +36.2% | +16.6% | +19.7% | +29.7% |
| 3Y | +45.7% | +65.1% | -19.4% | +24.2% |
| 5Y | +31.3% | +29.2% | +2.1% | +17.6% |
| 10Y | +60.6% | +329.7% | -269.1% | +0.6% |
| All | +1,673.5% | +6,514.7% | -4,841.2% | +358.4% |
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 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