+636.7%
DELL vs DOV
+35.8%
+600.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.1% | -3.2% | -3.8% |
| 7D | -1.9% | -1.9% | 0.0% | -0.4% |
| 30D | +14.9% | -9.9% | +24.8% | +24.1% |
| 3M | +37.2% | -12.1% | +49.3% | +50.2% |
| 6M | +254.0% | -10.4% | +264.4% | +278.6% |
| YTD | +306.1% | -3.3% | +309.5% | +307.8% |
| 1Y | +312.3% | +7.8% | +304.5% | +275.6% |
| All | +636.7% | +35.8% | +600.9% | +540.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling