+101.3%
CSCO vs DOV
+66.8%
+34.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -4.7% | -0.7% | -3.9% | -4.4% |
| 30D | -17.1% | +12.3% | -29.4% | -20.3% |
| 3M | -19.6% | +1.2% | -20.8% | -20.0% |
| 6M | +2.4% | -3.1% | +5.5% | +3.1% |
| YTD | +29.8% | +9.4% | +20.4% | +24.3% |
| 1Y | +38.7% | +17.6% | +21.1% | +29.0% |
| 3Y | +101.3% | +66.5% | +34.8% | +51.2% |
| All | +101.3% | +66.8% | +34.6% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling