+26,150.7%
CTAS vs DOV
+6,579.3%
+19,571.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | +0.7% | -0.7% | +1.4% | +0.9% |
| 30D | +11.3% | +12.3% | -1.0% | +5.4% |
| 3M | +11.4% | +1.2% | +10.3% | +10.5% |
| 6M | +35.6% | -3.1% | +38.7% | +36.1% |
| YTD | +20.7% | +9.4% | +11.3% | +13.9% |
| 1Y | +22.8% | +17.6% | +5.2% | +12.0% |
| 3Y | +73.4% | +66.5% | +6.9% | +31.6% |
| 5Y | +117.6% | +29.0% | +88.6% | +83.9% |
| 10Y | +818.4% | +329.8% | +488.6% | +356.9% |
| All | +26,150.7% | +6,579.3% | +19,571.4% | +4,991.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling