+34.4%
CVS vs DOV
+15.8%
+18.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.3% |
| 7D | -1.9% | +1.3% | -3.2% | -2.3% |
| 30D | -0.3% | -8.6% | +8.3% | +2.0% |
| 3M | -1.1% | -13.1% | +12.0% | +2.3% |
| 6M | +23.7% | -8.8% | +32.5% | +26.0% |
| YTD | +23.0% | -1.2% | +24.2% | +22.3% |
| 1Y | +37.2% | +10.7% | +26.4% | +31.7% |
| 3Y | +62.4% | +39.3% | +23.2% | +44.2% |
| All | +34.4% | +15.8% | +18.6% | +18.3% |
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