+1,642.5%
BMY vs DOV
+6,499.6%
-4,857.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.6% |
| 7D | -1.3% | +3.4% | -4.7% | -2.2% |
| 30D | +10.0% | +8.8% | +1.1% | +7.4% |
| 3M | -1.2% | +0.9% | -2.1% | -1.6% |
| 6M | +12.8% | -2.8% | +15.6% | +13.0% |
| YTD | +20.7% | +8.1% | +12.6% | +17.2% |
| 1Y | +32.6% | +15.2% | +17.4% | +26.6% |
| 3Y | +41.8% | +64.5% | -22.7% | +21.1% |
| 5Y | +29.0% | +28.9% | +0.1% | +15.6% |
| 10Y | +57.8% | +328.7% | -270.9% | -1.1% |
| All | +1,642.5% | +6,499.6% | -4,857.1% | +350.7% |
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 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