+1,749.1%
BMY vs DOV
+5,976.9%
-4,227.7%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.1% |
| 7D | +0.4% | -2.7% | +3.0% | +1.0% |
| 30D | +5.0% | -8.1% | +13.1% | +7.3% |
| 3M | +19.4% | -9.4% | +28.8% | +22.1% |
| 6M | +9.5% | -12.6% | +22.1% | +12.9% |
| YTD | +28.1% | -0.5% | +28.5% | +27.4% |
| 1Y | +50.0% | +9.2% | +40.7% | +45.2% |
| 3Y | +24.1% | +34.1% | -10.0% | +12.0% |
| 5Y | +25.0% | +17.3% | +7.7% | +15.0% |
| 10Y | +68.7% | +284.9% | -216.3% | +8.9% |
| All | +1,749.1% | +5,976.9% | -4,227.7% | +389.6% |
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