+14,817.8%
CAH vs DOV
+6,035.5%
+8,782.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.0% |
| 7D | +0.5% | +2.5% | -2.1% | -0.3% |
| 30D | +1.7% | -7.5% | +9.2% | +4.0% |
| 3M | +17.9% | -9.7% | +27.5% | +20.9% |
| 6M | +10.9% | -6.1% | +17.0% | +12.2% |
| YTD | +17.9% | +0.5% | +17.4% | +16.6% |
| 1Y | +61.7% | +10.5% | +51.2% | +55.0% |
| 3Y | +183.7% | +41.7% | +142.0% | +147.7% |
| 5Y | +401.3% | +18.4% | +382.9% | +355.4% |
| 10Y | +293.7% | +289.8% | +3.9% | +149.7% |
| All | +14,817.8% | +6,035.5% | +8,782.3% | +4,717.0% |
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