+13.7%
DOCU vs DOV
+21.2%
-7.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.1% |
| 7D | -3.7% | +2.2% | -6.0% | -3.1% |
| 30D | +15.0% | +11.2% | +3.8% | +18.4% |
| 3M | +39.9% | +1.6% | +38.3% | +40.5% |
| 6M | +66.2% | -3.2% | +69.4% | +65.2% |
| YTD | +17.7% | +9.7% | +8.0% | +14.2% |
| 1Y | +13.7% | +20.5% | -6.8% | -1.4% |
| All | +13.7% | +21.2% | -7.5% | -1.4% |
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