+4,770.1%
DELL vs DOV
+283.1%
+4,487.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.2% |
| 7D | +25.6% | +2.5% | +23.1% | +23.6% |
| 30D | +17.7% | -7.5% | +25.2% | +23.7% |
| 3M | +33.4% | -9.7% | +43.1% | +41.8% |
| 6M | +266.2% | -6.1% | +272.3% | +277.7% |
| YTD | +328.0% | +0.5% | +327.5% | +322.6% |
| 1Y | +339.6% | +10.5% | +329.1% | +306.1% |
| 3Y | +694.6% | +41.7% | +652.9% | +536.9% |
| 5Y | +1,122.0% | +18.4% | +1,103.5% | +970.0% |
| 10Y | +4,062.5% | +289.8% | +3,772.7% | +2,190.4% |
| All | +4,770.1% | +283.1% | +4,487.0% | +2,598.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling