+128.5%
CHRW vs DOV
+333.4%
-204.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | -4.3% | +11.3% | -15.6% | -8.2% |
| 3M | -7.4% | +2.2% | -9.6% | -8.3% |
| 6M | -20.7% | -2.9% | -17.8% | -20.4% |
| YTD | -15.9% | +9.6% | -25.5% | -19.6% |
| 1Y | -9.9% | +16.7% | -26.5% | -15.9% |
| 3Y | +79.0% | +66.9% | +12.1% | +41.2% |
| 5Y | +61.3% | +32.0% | +29.3% | +37.6% |
| 10Y | +128.5% | +334.8% | -206.2% | +29.6% |
| All | +128.5% | +333.4% | -204.9% | +29.6% |
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