+114.0%
CSCO vs DOV
+19.9%
+94.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.4% |
| 7D | -0.5% | +2.5% | -3.1% | -1.5% |
| 30D | -10.1% | -7.5% | -2.6% | -7.2% |
| 3M | -11.7% | -9.7% | -2.1% | -8.4% |
| 6M | +40.1% | -6.1% | +46.2% | +42.3% |
| YTD | +43.8% | +0.5% | +43.3% | +41.7% |
| 1Y | +66.6% | +10.5% | +56.1% | +56.8% |
| 3Y | +108.5% | +41.7% | +66.8% | +71.8% |
| 5Y | +114.0% | +18.4% | +95.5% | +83.1% |
| All | +114.0% | +19.9% | +94.0% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling