+335.7%
CSCO vs DOV
+324.7%
+11.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.9% |
| 7D | +6.6% | +3.4% | +3.2% | +4.9% |
| 30D | -11.3% | +8.8% | -20.2% | -14.8% |
| 3M | -17.3% | +0.9% | -18.3% | -17.8% |
| 6M | +3.5% | -2.8% | +6.4% | +4.3% |
| YTD | +34.9% | +8.1% | +26.8% | +28.2% |
| 1Y | +40.5% | +15.2% | +25.2% | +29.3% |
| 3Y | +109.3% | +64.5% | +44.7% | +57.4% |
| 5Y | +105.9% | +28.9% | +77.0% | +71.7% |
| All | +335.7% | +324.7% | +11.0% | +116.6% |
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