+1,146.8%
CIEN vs DOV
+325.7%
+821.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.7% |
| 7D | +15.3% | +3.0% | +12.3% | +13.2% |
| 30D | -22.0% | +8.6% | -30.6% | -25.8% |
| 3M | -36.6% | +1.9% | -38.5% | -37.3% |
| 6M | -51.5% | -1.7% | -49.8% | -51.0% |
| YTD | +20.0% | +8.3% | +11.6% | +13.9% |
| 1Y | +44.5% | +16.6% | +27.9% | +31.0% |
| 3Y | +539.0% | +65.1% | +473.9% | +376.8% |
| 5Y | +356.8% | +29.2% | +327.7% | +286.2% |
| All | +1,146.8% | +325.7% | +821.2% | +479.1% |
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