+1,145.9%
DELL vs DOV
+14.8%
+1,131.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.1% | +11.3% |
| 7D | +8.2% | -2.0% | +10.2% | +9.9% |
| 30D | +17.1% | -8.9% | +26.0% | +25.5% |
| 3M | +45.2% | -13.3% | +58.4% | +60.4% |
| 6M | +286.8% | -9.7% | +296.4% | +311.8% |
| YTD | +354.8% | -2.5% | +357.2% | +356.2% |
| 1Y | +358.3% | +7.2% | +351.0% | +324.6% |
| 3Y | +724.9% | +39.4% | +685.5% | +540.6% |
| All | +1,145.9% | +14.8% | +1,131.1% | +914.1% |
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