+330.5%
CSCO vs DOV
+333.4%
-2.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | -2.8% | -0.1% | -2.6% | -2.6% |
| 30D | -12.6% | +11.3% | -23.9% | -16.9% |
| 3M | -16.0% | +2.2% | -18.2% | -16.9% |
| 6M | +2.8% | -2.9% | +5.8% | +3.7% |
| YTD | +33.2% | +9.6% | +23.6% | +25.9% |
| 1Y | +43.1% | +16.7% | +26.5% | +31.0% |
| 3Y | +106.7% | +66.9% | +39.8% | +54.5% |
| 5Y | +103.6% | +32.0% | +71.6% | +67.8% |
| 10Y | +330.5% | +334.8% | -4.3% | +112.6% |
| All | +330.5% | +333.4% | -2.9% | +112.6% |
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