-21.2%
BSX vs DOV
+37.0%
-58.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | -10.1% | -2.0% | -8.1% | -9.8% |
| 30D | -16.4% | -8.9% | -7.5% | -15.1% |
| 3M | -8.9% | -13.3% | +4.4% | -7.0% |
| 6M | -38.3% | -9.7% | -28.6% | -37.6% |
| YTD | -54.9% | -2.5% | -52.5% | -55.4% |
| 1Y | -58.8% | +7.2% | -66.0% | -60.4% |
| 3Y | -21.2% | +39.4% | -60.6% | -28.7% |
| All | -21.2% | +37.0% | -58.2% | -28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling