+143.3%
DELL vs DOV
+21.2%
+122.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.4% | -8.4% | -8.6% |
| 7D | -24.6% | +2.2% | -26.8% | -25.6% |
| 30D | -32.5% | +11.2% | -43.7% | -36.6% |
| 3M | -20.2% | +1.6% | -21.8% | -21.3% |
| 6M | +76.5% | -3.2% | +79.7% | +77.4% |
| YTD | +198.9% | +9.7% | +189.2% | +177.0% |
| 1Y | +143.3% | +20.5% | +122.8% | +98.4% |
| All | +143.3% | +21.2% | +122.1% | +98.4% |
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