+394.0%
CAH vs DOV
+14.8%
+379.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | -5.1% | -2.0% | -3.1% | -4.8% |
| 30D | +0.2% | -8.9% | +9.1% | +1.7% |
| 3M | +6.3% | -13.3% | +19.6% | +8.6% |
| 6M | +9.4% | -9.7% | +19.1% | +10.8% |
| YTD | +15.0% | -2.5% | +17.4% | +14.6% |
| 1Y | +55.4% | +7.2% | +48.2% | +51.8% |
| 3Y | +173.8% | +39.4% | +134.4% | +147.1% |
| All | +394.0% | +14.8% | +379.1% | +362.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling