+1,044.2%
CDNS vs DOV
+300.2%
+744.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.1% |
| 7D | -1.1% | -2.0% | +0.8% | -0.1% |
| 30D | -10.4% | -8.9% | -1.5% | -6.0% |
| 3M | -24.6% | -13.3% | -11.3% | -19.1% |
| 6M | -1.6% | -9.7% | +8.0% | +2.4% |
| YTD | -7.4% | -2.5% | -5.0% | -8.0% |
| 1Y | -18.4% | +7.2% | -25.7% | -23.4% |
| 3Y | +19.0% | +39.4% | -20.4% | -4.0% |
| 5Y | +73.4% | +15.8% | +57.6% | +52.7% |
| All | +1,044.2% | +300.2% | +744.0% | +565.9% |
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 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