+377.3%
CSCO vs DOV
+286.8%
+90.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +1.0% |
| 7D | 0.0% | +1.3% | -1.4% | -0.7% |
| 30D | -10.7% | -8.6% | -2.1% | -6.9% |
| 3M | -8.7% | -13.1% | +4.4% | -3.0% |
| 6M | +44.9% | -8.8% | +53.7% | +49.7% |
| YTD | +44.1% | -1.2% | +45.4% | +43.0% |
| 1Y | +65.9% | +10.7% | +55.2% | +55.0% |
| 3Y | +109.0% | +39.3% | +69.7% | +71.0% |
| 5Y | +114.8% | +16.4% | +98.3% | +88.3% |
| 10Y | +377.3% | +302.5% | +74.9% | +148.3% |
| All | +377.3% | +286.8% | +90.5% | +148.3% |
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