+287.5%
CAH vs DOV
+300.2%
-12.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | -5.1% | -2.0% | -3.1% | -4.5% |
| 30D | +0.2% | -8.9% | +9.1% | +3.4% |
| 3M | +6.3% | -13.3% | +19.6% | +11.1% |
| 6M | +9.4% | -9.7% | +19.1% | +12.3% |
| YTD | +15.0% | -2.5% | +17.4% | +14.3% |
| 1Y | +55.4% | +7.2% | +48.2% | +48.6% |
| 3Y | +173.8% | +39.4% | +134.4% | +128.0% |
| 5Y | +395.2% | +15.8% | +379.4% | +338.0% |
| All | +287.5% | +300.2% | -12.7% | +117.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling