+319.1%
DELL vs DOV
+11.5%
+307.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.0% |
| 7D | +14.9% | -2.7% | +17.5% | +16.4% |
| 30D | +13.3% | -8.1% | +21.4% | +17.8% |
| 3M | +24.4% | -9.4% | +33.8% | +29.3% |
| 6M | +258.0% | -12.6% | +270.6% | +278.7% |
| YTD | +320.2% | -0.5% | +320.7% | +324.1% |
| 1Y | +319.1% | +9.2% | +309.8% | +319.4% |
| All | +319.1% | +11.5% | +307.5% | +319.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling